Cindy Morley
About Cindy Morley
Cindy Morley is an Associate Consultant at IG Wealth Management, where she has worked since 2006, providing financial services to families for over 18 years. She previously served as an Endowments, Payroll and Accounting Administrator at the University of Victoria for nine years and holds a Bachelor's degree in Administrative and Commercial Studies from Western University.
Work at IG Wealth Management
Cindy Morley has been an Associate Consultant at IG Wealth Management since 2006. With over 18 years of experience in providing financial services, she focuses on helping families navigate their financial options throughout various life stages. Her role involves building long-term relationships with clients, ensuring they receive personalized advice tailored to their unique circumstances. Cindy emphasizes the importance of regularly reviewing and updating financial plans to align with clients' goals.
Previous Experience at University of Victoria
Before joining IG Wealth Management, Cindy Morley worked at the University of Victoria from 1992 to 2001. During her nine years there, she held the position of Endowments, Payroll and Accounting Administrator. This role involved managing financial operations and contributed to her expertise in financial administration.
Education and Expertise
Cindy Morley earned her Bachelor's degree in Administrative and Commercial Studies from Western University, where she studied from 1984 to 1988. This educational background has provided her with a solid foundation in financial principles and practices, which she applies in her current role at IG Wealth Management.
Client Relationship Focus
Cindy Morley is dedicated to building long-term relationships with her clients. She believes that understanding clients' financial needs at different life stages is crucial for providing effective financial guidance. Her approach involves exploring various financial options to help clients achieve their goals.