Andrea Zukiwski, Cfp, Clu, Rrc
About Andrea Zukiwski, Cfp, Clu, Rrc
Andrea Zukiwski is an Associate Consultant at IG Wealth Management in Burlington, Ontario, with over 16 years of experience in financial planning. She specializes in providing comprehensive financial advice to affluent families and holds multiple professional designations, including CFP, CLU, and RRC.
Work at IG Wealth Management
Andrea Zukiwski has been an Associate Consultant at IG Wealth Management since 2008, contributing to the firm for 16 years in Burlington, Ontario. In this role, she provides comprehensive financial advice tailored to affluent families. Prior to her current position, she worked as an Administrative Assistant at IG Wealth Management from 2005 to 2008, gaining valuable experience within the organization.
Education and Expertise
Andrea Zukiwski studied at Sheridan College, where she completed a program in Business Administration Finance from 2003 to 2005. This educational background has equipped her with the knowledge necessary to excel in financial planning. She holds several professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC), which further enhance her expertise in the financial services industry.
Background
Andrea Zukiwski has been a partner of the Zukiwski Team since 2005, focusing on providing financial planning services. Her career in financial services began with her role as an Administrative Assistant at IG Wealth Management, which laid the foundation for her current consulting position. Her commitment to client interactions reflects her dedication to the financial well-being of her clients.
Achievements
Throughout her career, Andrea Zukiwski has demonstrated a strong commitment to her clients, showcasing her passion for financial planning. Her extensive experience and professional designations position her as a knowledgeable resource for affluent families seeking comprehensive financial advice. Her long tenure at IG Wealth Management highlights her stability and dedication in the financial services sector.