Brianne Lunn Cfp®
About Brianne Lunn Cfp®
Brianne Lunn is an Associate Consultant at IG Wealth Management, focusing on building relationships with clients to motivate them towards proactive financial decisions. She has a background in business administration and has held various roles in financial services and customer support since 2013.
Work at IG Wealth Management
Brianne Lunn currently serves as an Associate Consultant at IG Wealth Management, a position she has held since 2019. In this role, she is part of the Wolker & Associates team at IG Private Wealth Management in Welland, Ontario. Her focus is on building genuine relationships with clients to inspire them to take action regarding their financial goals. Prior to her current role, she worked as a Consultant at Investors Group Financial Services Inc. from 2014 to 2019, where she developed her expertise in financial advising.
Education and Expertise
Brianne Lunn studied at New Brunswick Community College (NBCC) from 2009 to 2012, where she achieved a degree in Business Administration with a focus on Investments and Securities. This educational background has equipped her with the knowledge necessary to provide informed financial advice. She employs an educational approach in her financial planning practices, aiming to empower clients to make proactive financial decisions.
Background
Before joining IG Wealth Management, Brianne Lunn gained experience in various roles. She worked at Scotiabank as a Customer Service Representative for 11 months in 2013 and at TD Insurance as an Insurance Agent for 10 months from 2013 to 2014 in Saint John, NB. Additionally, she briefly worked as an Account Executive at REV Publishing Incorporated in 2014 for three months. These experiences contributed to her understanding of client service and financial products.
Client Engagement Approach
Brianne Lunn offers free, no-obligation meetings to provide financial advice, emphasizing her commitment to client engagement. Her approach focuses on building relationships that encourage clients to take action regarding their financial planning. By utilizing an educational framework, she aims to enhance her clients' understanding of financial matters, enabling them to make informed decisions.