Andrew Sutcliffe, Rrc
About Andrew Sutcliffe, Rrc
Andrew Sutcliffe is an Associate Consultant at IG Wealth Management, specializing in comprehensive financial planning services. He holds a Bachelor of Commerce from Carleton University and has extensive experience in the financial sector since 2013.
Work at IG Wealth Management
Andrew Sutcliffe has been employed at IG Wealth Management since 2019, currently serving as an Associate Consultant in the Ottawa, Canada area. His role focuses on providing comprehensive financial planning services. Prior to his current position, he worked at IG Wealth Management as a Consultant from 2013 to 2016 in Cornwall, ON. His experience at IG Wealth Management spans over six years, during which he has developed expertise in various aspects of financial planning.
Education and Expertise
Andrew Sutcliffe earned a Bachelor of Commerce degree with a focus on Finance and a minor in Economics from Carleton University. He attended the university from 2007 to 2012, completing his studies over a five-year period. His educational background provides a strong foundation for his work in financial planning, where he emphasizes comprehensive planning strategies.
Background
Before entering the financial planning sector, Andrew Sutcliffe gained experience in finance-related roles with the Royal Canadian Mounted Police (RCMP). He worked as a Finance Clerk (Accounts Payable) during a co-op placement from 2010 to 2011 for eight months. Following this, he served as an Avionics Clerk from 2011 to 2012 and as an Aviation Material Control Clerk from 2012 to 2013. These positions contributed to his understanding of financial operations and management.
Comprehensive Financial Planning Services
Andrew Sutcliffe specializes in comprehensive financial planning services that cover six key pillars: investment planning, retirement planning, tax planning, estate planning, insurance planning, and cash flow management. His approach aims to provide clients with a holistic view of their financial situation, ensuring that all aspects of their financial health are addressed.