Brian Black, Cfp,Clu
About Brian Black, Cfp,Clu
Brian Black is a Certified Financial Planner® at IG Wealth Management, where he has worked since 1994. He specializes in analyzing key areas of clients' financial lives to develop tailored financial plans using the IG Living Plan™ approach.
Work at IG Wealth Management
Brian Black has been a Financial Consultant at IG Wealth Management since 1994. With a tenure of 30 years, he operates from the Orangeville, Ontario office located at 202-210 Broadway, L9W 5G4. His role involves providing tailored financial planning services to clients, focusing on their unique financial situations.
Education and Expertise
Brian Black holds the designation of Certified Financial Planner® (CFP) and Chartered Life Underwriter (CLU). His educational background and professional certifications equip him with the knowledge and skills necessary to assist clients in navigating their financial journeys.
Background
With over 27 years of experience in the financial services industry, Brian Black specializes in helping individuals and families achieve their financial goals. His approach emphasizes a holistic view of clients' financial lives, ensuring that all aspects are considered in the planning process.
Achievements
Brian Black utilizes the IG Living Plan™ approach to develop dynamic financial plans. This method allows him to create plans that are adaptable to clients' changing life circumstances, ensuring that their financial strategies remain relevant and effective over time.