Ashish Utarid, Cim®, Pfp®, F CSI®, Qafp®
About Ashish Utarid, Cim®, Pfp®, F CSI®, Qafp®
Ashish Utarid is a Wealth Planning Specialist at IG Wealth Management, where he has worked since 2013. He has extensive experience in financial advising, specializing in retirement savings, income planning, and high net worth client portfolio analysis.
Work at IG Wealth Management
Ashish Utarid has been employed at IG Wealth Management as a Wealth Planning Specialist since 2013. He operates in the Edmonton, Canada Area and has accumulated over 11 years of experience in this role. His responsibilities include leading training seminars and investment presentations for IG Wealth Management Consultants, focusing on product information and investment strategies. He also provides individual securities analysis and recommendations to clients, enhancing their investment decisions.
Previous Experience in Financial Services
Prior to his current role, Ashish Utarid held several positions in the financial services industry. He worked at HSBC as a Premier Relationship Manager from 2008 to 2011 in Edmonton/Red Deer, Alberta. Following this, he served as a Financial Advisor at ATB Financial from 2011 to 2013 in Edmonton. He also gained experience at TD Bank Group, where he worked as an Investment Representative from 2004 to 2006 and in eBanking from 2003 to 2004.
Education and Expertise
Ashish Utarid has a strong educational background in finance and business management. He studied at Grant MacEwan University, where he earned a degree in Business Management from 2000 to 2003. He also attended the Canadian Securities Institute, achieving the designation of Personal Financial Planner from 2004 to 2016. His expertise includes retirement savings, income planning, long-term wealth accumulation strategies, high net worth client portfolio analysis, asset allocation, and equity research.
Seminars and Personal Finance Education
In addition to his role at IG Wealth Management, Ashish Utarid conducts personal finance education and seminars aimed at business owners and professionals. He leads training sessions that focus on investment ideas and product information, helping participants enhance their financial literacy and investment strategies.