Chris Krmpotic, B Math, Rrc®, Cfp®
About Chris Krmpotic, B Math, Rrc®, Cfp®
Chris Krmpotic is an Associate Consultant at IG Wealth Management, specializing in financial guidance across six key areas including investment and retirement planning. He focuses on creating personalized living plans to help clients navigate the complexities of the financial services industry.
Work at IG Wealth Management
Chris Krmpotic has been serving as an Associate Consultant at IG Wealth Management since 2021. In this role, he assists clients in navigating the evolving landscape of the financial services industry. His responsibilities include providing tailored financial guidance and utilizing the resources and products offered by IG Wealth Management to support clients' financial objectives.
Financial Guidance Expertise
Chris provides financial guidance across six key areas: Investment, Retirement, Mortgage Planning, Estate, Tax, and Insurance Planning. His approach focuses on creating personalized 'living plans' that help clients establish planning targets and select appropriate financial vehicles. This comprehensive strategy aims to address various aspects of clients' financial well-being.
Importance of Financial Planning
Chris emphasizes the necessity of regularly reviewing financial plans to adapt to changes in clients' lives. This proactive approach ensures that financial strategies remain relevant and effective in meeting clients' evolving needs and goals. His commitment to ongoing assessment helps clients stay informed about their financial situations.
Educational Background and Credentials
Chris holds a Bachelor of Mathematics degree and is a registered Retirement Consultant (Rrc®) and Certified Financial Planner (Cfp®). His educational background and professional certifications equip him with the knowledge and skills necessary to provide informed financial advice and guidance to clients.