Darlene J. Espejo, Bba, Cfp, Clu, Rrc
About Darlene J. Espejo, Bba, Cfp, Clu, Rrc
Darlene J. Espejo is an Associate Consultant at IG Wealth Management with 25 years of experience, specializing in personalized financial planning and client relationship development. She holds the Chartered Life Underwriter (CLU) designation and emphasizes understanding clients' goals to facilitate their financial success.
Work at IG Wealth Management
Darlene J. Espejo has been an Associate Consultant at IG Wealth Management since 1999, marking over 25 years in this role. In her position, she focuses on building strong client relationships and enhancing their financial security. Her work involves developing personalized financial plans that cater to the unique needs of each client, ensuring they have tailored strategies for wealth creation, management, and preservation.
Education and Expertise
Darlene holds a Bachelor of Business Administration (BBA) from York University - Schulich School of Business. She has also earned several professional designations, including Chartered Life Underwriter (CLU), which signifies her expertise in life insurance and estate planning. Additionally, she is a Certified Financial Planner (CFP) and holds a Registered Retirement Consultant (RRC) designation, further enhancing her qualifications in financial planning.
Background
Darlene J. Espejo has dedicated her career to understanding clients' personal goals and assisting them in achieving their financial milestones. She is a member of the Carney Lyster & Associates team, where she contributes to the development of comprehensive financial plans tailored to individual client needs. Her approach emphasizes the importance of strong client relationships as a measure of success in her practice.
Achievements
Throughout her career, Darlene has focused on creating tailored strategies that help clients achieve financial independence. Her commitment to understanding client goals and her extensive knowledge in financial planning have positioned her as a trusted resource in her field. The positive impact she has made on her clients' financial security reflects her dedication to her profession.