Dustin Gero, Bba (Great Distinction), Cfp®, Rrc®
About Dustin Gero, Bba (Great Distinction), Cfp®, Rrc®
Dustin Gero is an Associate Consultant at IG Wealth Management in Saskatchewan, Canada, specializing in wealth management for individuals and business owners. He holds a Bachelor of Business Administration with Great Distinction and several financial designations, including Certified Financial Planner® and Registered Retirement Consultant®.
Work at IG Wealth Management
Dustin Gero has been employed at IG Wealth Management as an Associate Consultant since 2016. In this role, he focuses on wealth management, providing financial guidance to both individuals and business owners. His work involves assisting clients in various financial areas, ensuring they have a comprehensive plan to meet their financial goals. Gero's experience at IG Wealth Management spans over eight years, during which he has developed a strong understanding of the financial needs of clients in Saskatchewan, Canada.
Education and Expertise
Dustin Gero holds a Bachelor of Business Administration (BBA) with a focus on Finance and Accounting, which he earned from the University of Regina between 2002 and 2006. He furthered his education by completing the Canadian Securities Course through CSI in 2016. Gero also studied at CIFP, completing the Registered Retirement Course in 2018. He is a Certified Financial Planner (CFP®) and has achieved the Registered Retirement Consultant (RRC®) designation, showcasing his expertise in financial planning.
Financial Planning Focus
Dustin Gero specializes in wealth management, providing financial guidance across six key areas: Investment, Retirement, Mortgage, Estate, Tax, and Insurance planning. He emphasizes the importance of regularly reviewing and updating financial plans to help clients achieve their financial goals. His comprehensive approach ensures that clients receive tailored advice that aligns with their individual circumstances and objectives.
Background
Dustin Gero's background in finance is supported by his extensive education and professional experience. He began his academic journey with a Bachelor of Business Administration at the University of Regina and has since pursued various financial certifications. His commitment to ongoing education in the financial sector reflects his dedication to providing informed and effective financial guidance.