Allan Dawood, Cfp, Epc
About Allan Dawood, Cfp, Epc
Allan Dawood is a Division Director at IG Wealth Management, where he has worked since 2016. He has extensive experience in financial consulting, mentoring junior advisors, and community financial literacy initiatives.
Current Role at IG Wealth Management
Allan Dawood serves as Division Director at IG Wealth Management, a position he has held since 2016. His responsibilities include overseeing financial planning operations and leading a team of financial advisors. Dawood's extensive experience in wealth management allows him to provide strategic direction and support to his team, enhancing their ability to serve clients effectively. His office is located at 100 - 37 Richard Way SW, Calgary, AB T3E-7M8.
Previous Experience at IG Wealth Management
Dawood previously worked at IG Wealth Management as a Financial Consultant from 2012 to 2016. During this four-year tenure, he focused on developing tailored financial strategies for clients. His role involved assessing client needs and providing guidance on investment and retirement planning. Dawood also mentored junior financial advisors, contributing to their professional development in wealth planning and client relationship management.
Educational Background and Certifications
Allan Dawood has a solid educational background in finance and planning. He studied at The University of Calgary from 1987 to 1989 and later attended the Southern Alberta Institute of Technology, where he achieved a diploma in Business Administration with a focus on Accounting and Finance from 1990 to 1992. He furthered his education by completing the Financial Planning Fundamentals program at The Institute of Advanced Financial Education from 2014 to 2015. Dawood earned the CERTIFIED FINANCIAL PLANNER designation from the Financial Planning Standards Council between 2013 and 2016, and he achieved the Elder Planning Counselor (EPC) designation in 2017 through the Canadian Initiative for Elder Planning Studies.
Career History in Financial Services
Allan Dawood has a diverse career in financial services, beginning with his role as Manager at Loblaw Companies Limited from 1992 to 2004. He transitioned to the banking sector, serving as Assistant Branch Manager at HSBC from 2004 to 2006. Dawood then worked as a Mortgage Professional at Mortgage Intelligence from 2006 to 2010 and at Quantus Mortgage Solutions from 2010 to 2012. His varied experience in these roles has equipped him with a comprehensive understanding of financial products and client needs.
Community Involvement and Financial Literacy
Dawood actively participates in community financial literacy programs, focusing on educating the public about effective tax planning and retirement strategies. His commitment to enhancing financial knowledge within the community reflects his dedication to improving financial well-being for individuals and families.