Bobbi Lynne Rushton
About Bobbi Lynne Rushton
Bobbi Lynne Rushton is an Associate Consultant at IG Wealth Management in St Albert, Alberta, specializing in financial coaching and education. She focuses on helping clients navigate financial options across investment, retirement, mortgage, estate, tax, and insurance planning.
Work at IG Wealth Management
Bobbi Lynne Rushton has served as an Associate Consultant at IG Wealth Management since 2017. In this role, she focuses on providing financial guidance to individuals, families, and small businesses in St Albert, Alberta. Her work emphasizes financial coaching and education, helping clients navigate their financial options throughout different life stages. She collaborates with regional specialists in Insurance, Investment, and Mortgage Planning to develop comprehensive financial plans tailored to client needs.
Education and Expertise
Bobbi Lynne Rushton studied at the University of Calgary from 1984 to 1989, where she earned a Bachelor of Commerce degree with a focus on Finance. This educational background provides her with a solid foundation in financial principles, which she applies in her consulting practice. Her expertise encompasses six key areas of financial planning: Investment, Retirement, Mortgage, Estate, Tax, and Insurance Planning.
Background
Bobbi Lynne Rushton has built a career centered around financial consulting and coaching. Her approach involves educating clients about their financial options and guiding them through the complexities of financial management. She has extensive experience working with a diverse clientele, including individuals, families, and small businesses, to help them effectively manage their financial resources.
Financial Coaching and Education
In her role as an Associate Consultant, Bobbi Lynne Rushton emphasizes the importance of financial coaching and education. She aims to empower her clients by providing them with the knowledge and tools necessary to make informed financial decisions. Her focus on education helps clients understand the various financial options available to them at different stages of life.
Collaborative Financial Planning
Bobbi Lynne Rushton collaborates with regional specialists in Insurance, Investment, and Mortgage Planning to create comprehensive financial plans. This collaborative approach ensures that her clients receive well-rounded guidance that addresses all aspects of their financial situation. By working with specialists, she enhances the quality of the financial advice provided to her clients.