Ben Kerr
About Ben Kerr
Ben Kerr is an Associate Consultant at IG Wealth Management in Calgary, specializing in financial planning that incorporates charitable giving and debt reduction strategies. He emphasizes client satisfaction and collaborates with a team of specialists to address cash flow management for both personal and business clients.
Work at IG Wealth Management
Ben Kerr has been employed at IG Wealth Management since 2015, holding the position of Consultant for a period of nine years. In 2019, he transitioned to the role of Associate Consultant, where he continues to serve clients. His office is located at Suite 100 - 37 Richard Way SW, Calgary, AB T3E 7M8. In his role, he emphasizes client satisfaction and follows a strict process in financial planning. He incorporates charitable giving strategies and debt reduction strategies into his financial planning services, focusing on the cash flow management needs of both personal and business clients.
Education and Expertise
Ben Kerr specializes in financial planning, with a focus on cash flow management, charitable giving strategies, and debt reduction strategies. He employs a proven four cornerstone philosophy that includes risk management, tax efficiency planning, investment, retirement, and estate planning. His expertise is further enhanced through collaboration with a team of specialists, including an Insurance & Estate Planning Specialist, a Mortgage Planning Specialist, and a Wealth Planning Specialist.
Background
Before joining IG Wealth Management, Ben Kerr worked as a Financial Advisor at TD from 2010 to 2015. During this five-year tenure, he gained valuable experience in financial services, which laid the foundation for his current role in financial planning. His background in the financial sector has equipped him with the skills necessary to address a wide range of client needs.
Achievements
Throughout his career, Ben Kerr has maintained a strong emphasis on client satisfaction in financial planning. His approach involves a strict adherence to processes that ensure comprehensive financial solutions for his clients. His ability to integrate various financial strategies demonstrates his commitment to providing tailored services that meet the diverse needs of his clientele.