David Eng
About David Eng
David Eng serves as the Division Director, CFP at IG Wealth Management, where he has worked since 2015. He specializes in tax planning, estate planning, and retirement income strategies, and has received multiple awards for his contributions in the financial consulting field.
Work at IG Wealth Management
David Eng has served as Division Director, CFP at IG Wealth Management since 2015. His role involves overseeing financial planning services in the Greater Vancouver Metropolitan Area. Eng has been recognized for his contributions to the firm, particularly in new business development, which is reflected in his receipt of the Pillar Award for Financial Consultants during his first four years. His leadership has contributed to the growth and success of the division.
Education and Expertise
David Eng holds a Bachelor of Science degree from The University of British Columbia, where he studied from 2009 to 2013. He also attended Vancouver Island University for one year from 2008 to 2009. Eng has achieved the CERTIFIED FINANCIAL PLANNER™ designation from the Financial Planning Standards Council. His expertise includes tax planning, passive investing for corporations and trusts, estate planning, and business succession planning.
Achievements
Eng has received multiple accolades during his tenure at IG Wealth Management. He was awarded the Pillar Award for New Business for Financial Consultants in 2015, 2016, and 2017. In 2017, he achieved First Quartile Division Director ranking based on Investors Group Financial Services Inc.'s TOP points. These achievements highlight his effectiveness in financial consulting and client service.
Investment Interests
David Eng is recognized as an early investor in Tesla, demonstrating his commitment to long-term investment strategies. His investment philosophy aligns with his professional focus on developing pension-style investment portfolios and retirement income planning strategies for clients.
Community Engagement
Eng actively participates in community service by organizing charitable events with Canadian Tire Jumpstart Charities and the Alzheimer Society of BC. His involvement reflects a commitment to giving back to the community and supporting various causes.