Benjamin Kavanagh
About Benjamin Kavanagh
Benjamin Kavanagh is a Financial Planning Analyst with extensive experience in financial management and education. He currently serves in multiple roles at Queen's University and IG Wealth Management, focusing on retirement planning and strategic financial decisions.
Work at IG Wealth Management
Benjamin Kavanagh serves as a Financial Planning Analyst at IG Wealth Management since 2021. In this role, he specializes in optimizing retirement plans, managing cash flow, and constructing estate plans. He utilizes the IG Living Plan Portal software to enhance strategic financial planning and analytics. Prior to this position, he worked as an Assistant in Private Wealth Management at IG Wealth Management from 2019 to 2021, where he gained valuable experience in the financial services sector.
Education and Expertise
Benjamin Kavanagh is pursuing a Bachelor of Commerce (BCom) degree at Queen's University, with a focus on Finance. He has been enrolled from 2020 to 2024. Additionally, he completed the First Year Valuation Preparatory Program at the Smith School of Business at Queen's University from 2020 to 2021. His expertise includes strategic financial planning, retirement optimization, and cash flow management, supported by his experience with specialized software for financial analytics.
Background
Benjamin Kavanagh has a diverse background in finance and leadership roles. He worked as the Chapter President for DECA Inc. at Corpus Christi from 2019 to 2020. He has also held positions such as Grocery Clerk at Longo's from 2017 to 2019 and Deputy Prime Minister at Corpus Christi Catholic Secondary School from 2019 to 2020. His involvement in various organizations reflects his commitment to both academic and extracurricular activities.
Current Roles and Involvement
In addition to his role at IG Wealth Management, Benjamin Kavanagh is currently the Internal Education Coordinator for the Queen's Finance Association since 2021. He also serves as an Analyst for the Queen's University Investment Counsel, focusing on the Energy & Utilities sector. Furthermore, he is an active member of the Queen's University Varsity Men’s Lacrosse Team, contributing to both his athletic and academic pursuits.
Achievements in Leadership
Benjamin Kavanagh has demonstrated leadership skills through various roles. As Chapter President of DECA Inc., he led initiatives that fostered business education among peers. His position as Deputy Prime Minister at Corpus Christi Catholic Secondary School further highlights his leadership capabilities. These experiences have equipped him with skills in strategic decision-making and team management.