Caitlin Grant
About Caitlin Grant
Caitlin Grant is a Development Coordinator at IG Wealth Management, specializing in personalized financial plans for families with disabilities and retirement planning for first-time home buyers. She has a background in client care and research, having previously worked at Keller Williams Realty and Carleton University.
Current Role at IG Wealth Management
Caitlin Grant serves as a Development Coordinator at IG Wealth Management, a position she has held since 2018. In this role, she focuses on enhancing the development and implementation of financial strategies tailored to clients' needs. Her responsibilities include coordinating initiatives that support the firm's mission to provide comprehensive financial planning services.
Previous Experience in Financial Services
Before her current role, Caitlin Grant worked as a Consultant at IG Wealth Management from 2014 to 2018. In this capacity, she provided financial advice and support to clients, helping them navigate their financial goals. Her earlier experience includes a position as a Client Care Specialist at Keller Williams Realty, Inc. from 2013 to 2014, where she focused on client relations in the Ottawa area.
Education and Expertise
Caitlin Grant earned her Bachelor of Science (B.Sc.) in Biology from Carleton University, completing her studies from 2006 to 2010. Her educational background has contributed to her expertise in financial planning, particularly in creating personalized financial plans for families with disabilities. She specializes in Registered Disability Savings Plans (RDSPs) and provides group insurance benefits and estate planning services for businesses.
Research and Community Involvement
Caitlin Grant has experience as a Research Assistant at Carleton University from 2010 to 2012, where she contributed to various research projects. Additionally, she served as an Ambassador for the Ottawa Chamber of Commerce in 2016, engaging with the community and promoting local business initiatives. Her involvement in these roles reflects her commitment to both research and community service.
Focus on Retirement Planning
In her current role and previous positions, Caitlin Grant has emphasized detailed retirement planning, particularly for first-time home buyers. She aims to ensure long-term financial security for her clients by providing tailored financial strategies that address their unique circumstances and goals.