Amanda Roest Bba,Cfp®
About Amanda Roest Bba,Cfp®
Amanda Roest is an Associate Consultant at IG Wealth Management, specializing in wealth accumulation and protection for high-income earners. She holds the Certified Financial Planner (CFP®) designation and has been with the company since 2011.
Work at IG Wealth Management
Amanda Roest has served as an Associate Consultant at IG Wealth Management since 2011. Over her 13 years in this role, she has focused on assisting high-income earners in accumulating and protecting their wealth. Her responsibilities include educating clients on various financial planning strategies that align with their individual goals. Amanda is based at the IG Wealth Management office located at 3705 Quance Street E, Regina, SK S4V 3A4.
Education and Expertise
Amanda Roest holds a Bachelor of Business Administration degree from the University of Regina, which she earned between 2007 and 2011. Her academic background in finance has equipped her with the knowledge necessary to provide effective financial planning services. Additionally, she holds the Certified Financial Planner (CFP®) designation, further demonstrating her expertise in financial management and planning.
Background
Amanda Roest's educational journey at the University of Regina laid the foundation for her career in financial consulting. She studied finance and completed her degree in 2011. Since then, she has dedicated her professional life to helping clients develop sustainable wealth systems and habits, focusing on the unique needs of high-income earners.
Achievements
As an Associate Consultant at IG Wealth Management, Amanda Roest has built a reputation for her ability to educate clients on tailored financial strategies. Her focus on sustainable wealth creation has contributed to her success in the financial planning industry. The CFP® designation she holds signifies her commitment to high standards in financial planning.