Bill Musselman, Epc, B. Ed.
About Bill Musselman, Epc, B. Ed.
Bill Musselman is an Associate Consultant at Oxley Metzger & Associates, specializing in client servicing and financial planning, particularly in pension planning. He has over 30 years of experience in the financial sector and holds a Bachelor of Education from the University of Alberta.
Work at IG Wealth Management
Bill Musselman has been serving as an Associate Consultant at Oxley Metzger & Associates, a division of IG Wealth Management, since 1994. He has accumulated 30 years of experience in this role, primarily based in Red Deer. His responsibilities include client servicing and the preparation of detailed financial plans, with a particular emphasis on pension planning as it relates to retirement and estate planning.
Education and Expertise
Bill Musselman holds a Bachelor of Education (B.Ed.) degree from the University of Alberta, where he studied Physical Education Teaching and Coaching from 1974 to 1981. He also completed his high school education at Bonnyville Centralized High School, earning his High School Diploma from 1971 to 1974. In addition to his educational background, he has received the Elder Planning Counselor (EPC) designation, enhancing his expertise in financial planning.
Background
Before transitioning to the financial planning sector, Bill Musselman spent 11 years in the public school system. His experience in education has contributed to his skills in client interaction and communication, which are essential in his current role in financial consulting.
Personal Interests
Outside of his professional commitments, Bill Musselman enjoys spending his winters in arenas supporting ringette. During the summer months, he spends time at Crane Lake with family and friends, reflecting his commitment to community and family engagement.