Doug Steinburg, Cfp
About Doug Steinburg, Cfp
Doug Steinburg is an Associate Consultant at Davies & Mahnke Private Wealth Management in London, ON, with over 30 years of experience in the financial services industry. He specializes in financial planning services, focusing on wealth preservation, tax efficiency, and risk management.
Work at IG Wealth Management
Doug Steinburg has been employed at IG Wealth Management as an Associate Consultant since 2004. He has dedicated 20 years to the firm, contributing his expertise in financial planning services. His role focuses on wealth preservation, tax-efficiency, and risk management. Steinburg's long tenure at IG Wealth Management reflects his commitment to providing tailored financial solutions to clients in London, ON.
Education and Expertise
Doug Steinburg earned a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, where he studied from 1980 to 1984. His educational background laid the foundation for his extensive career in financial services. Steinburg holds the designation of Fellow, Institute of Canadian Bankers (FICB), which signifies his advanced knowledge and expertise in banking and financial planning.
Background
Steinburg began his career in management at a major Canadian bank, which provided him with a strong foundation in the financial services sector. He transitioned to RBC Wealth Management, where he worked as an Investment & Retirement Planner from 2002 to 2004. In 2009, he joined Davies & Mahnke Private Wealth Management as an Associate Consultant, further enhancing his experience in wealth management.
Community Involvement
Doug Steinburg is an active member of his community, participating in various volunteer activities. He has served as a board member for local charities, demonstrating his commitment to giving back and supporting community initiatives. His involvement reflects a dedication to making a positive impact beyond his professional responsibilities.
Achievements in Financial Services
With over 30 years of experience in the financial services industry, Doug Steinburg has developed a robust skill set in financial planning. His focus on wealth preservation, tax-efficiency, and risk management has positioned him as a knowledgeable resource for clients seeking comprehensive financial strategies. His career trajectory showcases a consistent commitment to professional growth and client service.