Cathy Lowry Michaud
About Cathy Lowry Michaud
Cathy Lowry Michaud is an Operational Associate at IG Wealth Management, where she has worked since 2022. She has a background in business administration and extensive experience in client service and operational management within the financial services sector.
Work at IG Wealth Management
Cathy Lowry Michaud has been serving as an Operational Associate at IG Wealth Management since 2022. In this role, she acts as the first point of contact for clients, managing inquiries both over the phone and in person. She is responsible for monitoring pending plan transfers to ensure timely completion and managing a client servicing schedule. Michaud liaises with the head office and clients to troubleshoot and resolve issues, ensuring the smooth operation of the practice through high-quality service and attention to detail.
Education and Expertise
Cathy Michaud is currently studying at The Investment Funds Institute of Canada (IFIC) and is pursuing the Canadian Investment Funds Course (CIFC), which she began in 2022. She holds a degree in Business Administration - Accounting from Niagara College. This educational background supports her expertise in financial services and operational management within the wealth management sector.
Background
Before her current position, Cathy Michaud worked at Investors Group Financial Services Inc. for a total of 14 years, first as an Administrative Assistant from 2006 to 2014, and then as an Executive Assistant from 2014 to 2022. Additionally, she spent 20 years at Bell Canada in Revenue Recovery and Assets Protection from 1986 to 2006. This extensive experience in administrative and operational roles has equipped her with a strong foundation in client service and business operations.
Achievements
In her role at IG Wealth Management, Cathy Michaud is responsible for preparing all pre and post client meeting materials and executing trades, redemptions, and contributions in compliance with established procedures. Her commitment to detail and quality service contributes to the overall effectiveness of the practice and assists families in achieving their financial goals.