Charles Burns, P.Eng, Rrc, Cfp
About Charles Burns, P.Eng, Rrc, Cfp
Charles Burns is an Associate Financial Consultant at IG Wealth Management in Kingston, Ontario, with professional designations including P.Eng, Rrc, and Cfp. He has a background in engineering and extensive experience in financial services, specializing in investment planning, tax and estate planning, and retirement planning.
Work at IG Wealth Management
Charles Burns has been serving as an Associate Financial Consultant at IG Wealth Management since 2018. In this role, he focuses on providing clients with tailored financial advice and strategies. His responsibilities include investment planning, asset allocation, and comprehensive financial planning. Prior to his current position, he worked as a Financial Consultant at IG Wealth Management from 2010 to 2018, where he gained extensive experience in the financial services industry.
Education and Expertise
Charles Burns holds a Bachelor of Applied Science in Chemical Engineering from the University of Ottawa, which he completed from 1995 to 1999. He possesses several professional designations, including Professional Engineer (P.Eng), Registered Retirement Consultant (Rrc), and Certified Financial Planner (Cfp). His educational background and certifications underpin his expertise in various areas of financial planning, including tax and estate planning, education funding, and retirement strategies.
Background in Engineering
Before transitioning into financial consulting, Charles Burns worked as a Process Engineer. He was employed at Grenville Castings Ltd from 2000 to 2005, where he spent five years honing his engineering skills. He then joined INVISTA as a Process Engineer from 2005 to 2008 for three years. His engineering background contributes to his analytical approach in financial planning and business strategy.
Achievements in Financial Services
With a strong background in business planning within the financial services industry, Charles Burns has developed a reputation for his skills in investment planning and asset allocation. His experience at IG Wealth Management has allowed him to assist clients in navigating complex financial decisions, ensuring they are well-prepared for their financial futures. His expertise in tax and estate planning further enhances his ability to provide comprehensive financial solutions.