Caleb Dunn, Cim®
About Caleb Dunn, Cim®
Caleb Dunn is a Financial Planning Assistant at IG Wealth Management, where he has worked since 2023. He has extensive experience in financial services, having held various roles at multiple firms in Peterborough, Ontario.
Work at IG Wealth Management
Caleb Dunn has been employed at IG Wealth Management as a Financial Planning Assistant since 2023. In this role, he provides support in financial planning processes, assisting clients in achieving their financial goals. His position is on-site, allowing for direct interaction with clients and team members.
Previous Experience in Financial Services
Prior to joining IG Wealth Management, Caleb Dunn worked in various roles within the financial services industry. He served as an Associate Financial Advisor at Park Place Financial from 2021 to 2023. Before that, he held the position of Financial Advisor at Investors Group from 2016 to 2018 and at Edward Jones from 2018 to 2020. His experience spans over a decade in customer service and financial advisory roles.
Customer Support Experience
Caleb Dunn's career began in customer service, where he worked at Scotiabank as a Customer Service Representative from 2009 to 2013. He advanced to the role of Customer Support Supervisor at the same bank, serving from 2013 to 2016. This experience provided him with a strong foundation in client relations and support.
Education and Expertise
Caleb Dunn studied at Fleming College, where he completed a program in Business Administration and Management from 2006 to 2009. This educational background equipped him with essential skills in business operations and management, contributing to his effectiveness in financial planning and advisory roles.