Andy Akle
About Andy Akle
Andy Akle is an Associate Financial Consultant at IG Wealth Management, specializing in financial strategies for healthcare professionals. He has a diverse educational background, including degrees in Psychology and Business Studies from the University of Alberta, and holds the QAFP™ Professional designation.
Work at IG Wealth Management
Andy Akle has been associated with IG Wealth Management since 2013, initially serving as a Consultant for 11 years. In 2019, he transitioned to the role of Associate Financial Consultant, where he has been for 5 years. His work focuses on providing tailored financial strategies, particularly for healthcare professionals. He emphasizes building wealth through personalized financial strategies, tax planning, and risk management.
Education and Expertise
Andy Akle has a diverse educational background. He studied at the University of Alberta, earning a Bachelor of Arts (BA) in Psychology from 2005 to 2010 and a Bachelor of Commerce (BCom) in Business Studies from 2011 to 2013. He also completed a three-year program in Financial Planning and Services at CIFP/FPSC, achieving the QAFP™ Professional designation from 2015 to 2018. This educational foundation supports his expertise in financial consulting.
Background
Andy Akle completed his high school education at Archbishop Jordan, obtaining his High School Diploma from 2002 to 2005. He also attended St. Hilda from 2000 to 2002. Prior to his current roles, he worked as a Sales Consultant at Sherwood Kia for one year in 2010-2011. His involvement in various organizations, including BNI Alberta North, reflects his commitment to professional development and networking.
Achievements
Andy Akle served as Chapter President for BNI Alberta North from 2019 to 2020, demonstrating leadership within the organization. He has been an active member of BNI Alberta North since 2018 and currently holds the position of Director Consultant since 2020. His advocacy for open communication with clients is a key aspect of his approach to financial consulting, ensuring that clients can articulate and achieve their financial goals.