Ashley Wiart, Rrc
About Ashley Wiart, Rrc
Ashley Wiart is an Associate Consultant at IG Wealth Management, where she assists clients with various financial goals. With experience in financial services spanning multiple roles and institutions, she specializes in conducting financial assessments and developing tailored strategies.
Work at IG Wealth Management
Ashley Wiart has been serving as an Associate Consultant at IG Wealth Management since 2021. In this role, she collaborates with a team of financial planning experts to assist clients in achieving various financial goals. Her responsibilities include conducting detailed financial assessments and providing tailored strategies that align with clients' needs. Ashley's work focuses on investment, retirement, tax, and life planning, ensuring that clients receive comprehensive support in their financial journeys.
Previous Experience in Financial Services
Prior to her current position, Ashley Wiart gained valuable experience in the financial services sector. She worked at Scotiabank as a Senior Financial Advisor and Acting Branch Manager from 2016 to 2021 in Edmonton, Alberta. Before that, she held roles at TD Canada Trust as a Financial Service Representative and Customer Service Representative, as well as at Investors Group as an Administrative Assistant and Associate Consultant. This diverse background has equipped her with a broad understanding of client needs and financial solutions.
Education and Expertise
Ashley Wiart studied at Grant MacEwan University, where she achieved a certification as a Special Needs Educational Assistant from 2009 to 2010. She also completed her high school education at Ardrossan Junior Senior High School from 2003 to 2008. Her educational background, combined with her extensive experience in financial services, has provided her with the skills necessary to help clients navigate complex financial matters, including home buying, education funding, and estate planning.
Keeping Current with Financial Trends
In her role as an Associate Consultant, Ashley Wiart stays informed about changes in government legislation and global market movements that may impact financial planning. This commitment to continuous learning enables her to provide clients with up-to-date advice and strategies that reflect the current financial landscape. Her ability to conduct detailed financial assessments further enhances her capability to suggest tailored strategies for her clients.