Dan Turnbull Cfp, Rrc
About Dan Turnbull Cfp, Rrc
Dan Turnbull is an Associate Consultant at IG Wealth Management, where he has worked since 2012 in South Surrey, BC.
Work at IG Wealth Management
Dan Turnbull has served as an Associate Consultant at IG Wealth Management since 2012. He has accumulated over 12 years of experience in this role, contributing to the financial planning and investment strategies for clients. His position is based in South Surrey, BC, where he engages with clients to provide tailored financial advice and solutions.
Education and Expertise
Dan Turnbull holds the Certified Financial Planner (CFP) designation, which signifies his expertise in financial planning. Additionally, he has obtained the Registered Retirement Consultant (RRC) designation, further enhancing his knowledge in retirement planning and strategies. These qualifications support his role in advising clients on their financial goals.
Background
Dan Turnbull has been part of the financial services industry for over a decade. His tenure at IG Wealth Management reflects his commitment to helping clients navigate their financial journeys. His experience in South Surrey, BC, has allowed him to build strong relationships with clients in the community.