Andrew Bae
About Andrew Bae
Andrew Bae is an Associate Financial Consultant specializing in taxation, investment, and retirement strategies for a diverse clientele. He has a background in finance and economics from the University of Toronto and has held various roles in the financial sector since 2015.
Current Role at IG Wealth Management
Andrew Bae serves as an Associate Financial Consultant at IG Wealth Management, a position he has held since 2020. In this role, he specializes in optimizing taxation, investment, and retirement strategies for a diverse clientele, including individuals, families, business owners, and professionals. He employs a collaborative approach, leveraging the expertise of specialists and other professionals to enhance financial planning solutions. Andrew regularly monitors financial plans to ensure they provide peace of mind to clients.
Previous Experience at IG Wealth Management
Prior to his current role, Andrew worked at IG Wealth Management as an Executive Assistant from 2018 to 2019. During this year-long tenure, he supported various operational functions and contributed to the overall efficiency of the team. His experience in this position laid a foundation for his current responsibilities as a financial consultant.
Education and Expertise
Andrew Bae studied at the University of Toronto - Rotman School of Management, where he earned a Bachelor of Commerce (B.Com.) degree with a focus on Finance and Economics. His academic background provides him with a solid understanding of financial principles, which he applies in his role as a financial consultant.
Early Career Background
Before entering the financial sector, Andrew gained experience in various roles. He worked as a Barista at Bake Code Bakery & Café for five months in 2016. In 2018, he served as a Data Entry Associate at RBC for three months. Additionally, he completed a two-month internship at KEB Hana Bank Canada in 2015. These positions contributed to his professional development and understanding of customer service.