Braxton Lawrence, Cfp, Clu
About Braxton Lawrence, Cfp, Clu
Braxton Lawrence is an Associate Consultant at IG Wealth Management, focusing on inter-generational wealth management and providing strategic investment advice. He collaborates with specialists to deliver comprehensive wealth management solutions, drawing on his extensive experience in the financial sector.
Work at IG Wealth Management
Braxton Lawrence currently serves as an Associate Consultant at IG Wealth Management, a position he has held since 2019. In this role, he focuses on inter-generational wealth management needs and provides strategic investment advice tailored to clients' personal situations, corporate requirements, and evolving tax laws. He collaborates with a team of specialists in various fields, including tax, insurance, corporations, and estate planning, to deliver comprehensive wealth management solutions. Prior to his current role, Lawrence worked as a Financial Consultant at IG Wealth Management from 2014 to 2019, also in Saskatchewan, Canada.
Education and Expertise
Braxton Lawrence earned a Bachelor of Commerce (B.Comm) degree from the University of Saskatchewan, where he studied Finance. His educational background provides a solid foundation for his expertise in wealth management. He specializes in serving professionals in the construction, manufacturing, and technology industries, utilizing a financial planning-led approach to synchronize clients' entire financial lives. This expertise allows him to effectively address the unique financial needs of his clients.
Background
Before joining IG Wealth Management, Braxton Lawrence worked as an Account Representative at Manulife Securities from 2011 to 2014 in Saskatoon, Saskatchewan. This experience contributed to his understanding of financial services and client management. His career has been focused on providing tailored financial solutions and wealth management strategies, which he continues to develop in his current role.
Achievements
Braxton Lawrence has built a career centered on inter-generational wealth management and strategic investment advice. His collaborative approach with specialists in various fields allows him to offer comprehensive solutions to clients. His focus on the construction, manufacturing, and technology sectors demonstrates his ability to cater to specific industry needs. Lawrence's commitment to understanding and adapting to changes in personal situations and tax laws is a key aspect of his professional practice.