Bobby Trajkovic, Cfp
About Bobby Trajkovic, Cfp
Bobby Trajkovic is a Division Director and Financial Consultant at IG Wealth Management in Waterdown, Ontario, where he has worked since 2006. He focuses on enhancing clients' financial and social capital while providing guidance on tax and estate planning, investment management, and family finance.
Work at IG Wealth Management
Bobby Trajkovic has been a Financial Consultant at IG Wealth Management since 2006, accumulating 18 years of experience in the financial services sector. He currently holds the position of Division Director, a role he has occupied since 2014. In this capacity, he collaborates with regional specialists to develop goal-oriented portfolios that address various financial needs, including tax and estate planning, investment management, family finance, and corporate tax savings. His work is centered in Waterdown, Ontario.
Education and Expertise
Bobby Trajkovic earned a Bachelor of Arts in Economics from McMaster University, completing his studies from 1999 to 2003. This academic background provides him with a solid foundation in economic principles, which he applies in his financial consulting practice. His expertise lies in enhancing clients' financial and social capital while preserving their wealth, enabling him to guide clients through complex financial landscapes.
Background
Bobby Trajkovic has dedicated his career to financial consulting, with a focus on helping clients navigate present complexities and prepare for future challenges. His long tenure at IG Wealth Management reflects his commitment to the field and his clients. His role involves not only managing investments but also providing strategic advice tailored to individual client needs.
Achievements
Throughout his career at IG Wealth Management, Bobby Trajkovic has developed a reputation for creating comprehensive financial strategies that address the unique circumstances of his clients. His collaborative approach with regional specialists allows him to offer well-rounded financial solutions that encompass various aspects of wealth management, including tax efficiency and estate planning.