Allan Barss, Llb, Cfp®
About Allan Barss, Llb, Cfp®
Allan Barss, LLB, CFP®, is an Associate Consultant at IG Wealth Management in Regina, Saskatchewan, where he focuses on customizing financial solutions for clients. He combines his legal expertise and financial planning skills to provide comprehensive advice on various financial matters, including estate planning and tax issues.
Current Role at IG Wealth Management
Allan Barss serves as an Associate Consultant at IG Wealth Management, a position he has held since 2018. In this role, he utilizes a consumer-focused approach to customize financial solutions for his clients. He aims to help clients achieve financial security and grow their portfolios through tailored advice and comprehensive service offerings.
Previous Experience at IG Wealth Management
Allan Barss has an extensive history with IG Wealth Management, having worked there in various capacities. He served as Division Director from 2010 to 2016, Senior Financial Consultant from 2017 to 2018, and Financial Consultant from 2008 to 2010. His experience in these roles has contributed to his expertise in financial planning and client service.
Education and Qualifications
Allan Barss studied at the University of Regina, where he focused on Finance and earned a Certificate in Administration from 1983 to 1986. He also attended the University of Saskatchewan, achieving an LL.B. with distinction from 1988 to 1991. Additionally, he completed CFP prep courses, enhancing his qualifications in financial planning.
Background in Public Service
Before his tenure at IG Wealth Management, Allan Barss worked at the Ministry of Finance as Executive Director of the Personnel Policy Secretariat from 2000 to 2008. This role provided him with valuable experience in policy development and public sector operations, which complements his financial consulting expertise.
Financial Services Offered
Allan Barss offers a comprehensive service package that includes Tax Planning, Retirement Planning, Financial Planning, Investment Advice, Securities Planning, Mortgage Planning, and Insurance. His approach focuses on building adaptable financial roadmaps that address client needs and create new opportunities.