Dana Johnson, Cfp
About Dana Johnson, Cfp
Dana Johnson is a Division Director at IG Wealth Management, where he has worked since 2016. He has played a key role in developing the 'Living Plan' to address the financial needs of Canadian families and promotes a supportive work environment for consultants.
Work at IG Wealth Management
Dana Johnson has served as Division Director at IG Wealth Management since 2016. In this role, she has been pivotal in developing the 'Living Plan,' which addresses a range of financial needs for Canadian families, including retirement, risk management, cash flow, tax, investment, and estate planning. Johnson promotes a work environment that emphasizes mentorship, advancement, and flexibility, aiming to support consultants in achieving significant financial success. She actively engages in outreach efforts to connect with potential consultants and discuss current opportunities within the organization.
Previous Experience
Before her current role, Dana Johnson worked as a Financial Consultant at IG Wealth Management from 2009 to 2016. She also held the position of Territory Sales Manager at Jeld-Wen from 1997 to 2007, where she gained valuable experience in sales management. Additionally, she served as Operations Manager at Greenboro Estate Homes from 2007 to 2009. This diverse background has contributed to her expertise in building successful consultants' practices and client portfolios.
Education and Expertise
Dana Johnson studied Business Administration at SIAST - Palliser Campus from 1982 to 1984. She furthered her education at the IFSE Institute, where she completed the Certified Financial Planner program from 2014 to 2017. In 2020, she also passed the Exchange-Traded Funds Course at the IFSE Institute. Her educational background supports her role in financial planning and management.
Mentorship and Team Building
Dana Johnson is committed to fostering a supportive work environment at IG Wealth Management. She encourages potential team members to join the organization by highlighting opportunities for income growth, which can reach six or seven figures. Johnson’s focus on mentorship and team building has been instrumental in helping consultants develop their practices and achieve financial success.