Bonny Stedman, Rrc, Cfp, Clu
About Bonny Stedman, Rrc, Cfp, Clu
Bonny Stedman is an Associate Consultant at IG Wealth Management in Victoria, BC, where she has worked since 2019. She holds several professional designations, including Certified Financial Planner and Chartered Life Underwriter, and has a background in law with an LLB degree from the University of KwaZulu-Natal.
Work at IG Wealth Management
Bonny Stedman has been working at IG Wealth Management since 2019 as an Associate Consultant in Victoria, BC. Prior to this role, she served as a Consultant from 2014 to 2017 and as an Associate Consultant from 2017 to 2019. Her experience at IG Wealth Management spans a total of five years, during which she has developed expertise in financial planning and client consultation.
Education and Expertise
Bonny Stedman studied at the Canadian Institute of Financial Planning (CIFP) and achieved the Certified Financial Planner (CFP) designation from 2014 to 2016. She furthered her education at Advocis, where she completed the Advanced Tax and Estate Planning program and earned the Chartered Life Underwriter (CLU) designation in 2018. Additionally, she holds an LLB undergraduate degree from the University of KwaZulu-Natal.
Background
Bonny Stedman has a diverse background in financial services, with a focus on wealth management and estate planning. Her career at IG Wealth Management has allowed her to gain substantial experience in consulting roles, contributing to her professional growth in the financial planning sector. Her educational qualifications complement her practical experience in the industry.
Professional Development
Bonny Stedman's commitment to professional development is evident through her continuous education in financial planning and estate management. She has pursued advanced certifications, including the CFP and CLU, which enhance her ability to provide comprehensive financial advice. This ongoing education reflects her dedication to staying informed about industry standards and practices.