Daniel Machado
About Daniel Machado
Daniel Machado is an Associate Consultant at IG Wealth Management, specializing in holistic retirement planning and financial alignment with clients' long-term goals. He holds a Bachelor of Business Administration from the University of Guelph-Humber and has over six years of experience in the financial services industry.
Work at IG Wealth Management
Daniel Machado has been employed at IG Wealth Management since 2015. He initially served as a Consultant for three years, focusing on the Greater Toronto Area. In 2018, he transitioned to the role of Associate Consultant, where he continues to work. His responsibilities include aligning financial plans with clients' long-term goals and lifestyle considerations.
Education and Expertise
Daniel Machado studied at the University of Guelph-Humber, where he earned a Bachelor of Business Administration (BBA) with a focus on Finance and International Business. His educational background provides a strong foundation for his expertise in financial planning and retirement strategies.
Background
Daniel Machado has a professional background in financial consulting, having worked at IG Wealth Management for a total of six years. His experience encompasses both client-facing roles and strategic financial planning, particularly in the context of retirement.
Achievements in Financial Planning
In his role, Daniel Machado specializes in holistic retirement planning. He considers various factors such as market exposure, savings, insurance, estate, and tax strategies. He provides clients with multiple scenarios to explore different possibilities, ensuring that their financial plans align with their long-term goals and health considerations.