Edward Croken, Cfp
About Edward Croken, Cfp
Edward Croken is a Regional Director at IG Wealth Management, where he has worked since 2015. He provides personal financial planning services, trains new financial planners, and maintains a private practice while focusing on helping clients manage their finances effectively.
Work at IG Wealth Management
Edward Croken has served as Regional Director at IG Wealth Management since 2015. In this role, he operates from the Scotia Place Tower in Edmonton, Alberta. His responsibilities include offering personal financial planning services to Canadians and providing career opportunities in the financial planning sector. Croken is also involved in training new financial planners to obtain the Certified Financial Planner designation, ensuring they are equipped with the necessary skills and knowledge.
Previous Experience at IG Wealth Management
Prior to his current position, Edward Croken worked at IG Wealth Management as Division Director in Sherwood Park from 1999 to 2015. During his 16 years in this role, he contributed to the growth and development of the financial planning team and services offered in the region. His extensive experience in the financial sector has shaped his approach to client management and training.
Training and Talent Management
In his capacity as Regional Director, Edward Croken is responsible for talent acquisition and the management of a comprehensive training program for financial planners. This program emphasizes continuous professional development, ensuring that financial planners are well-prepared to meet client needs and achieve their professional designations.
Client Services and Financial Planning Focus
Edward Croken maintains a private practice while serving as Regional Director. He focuses on helping clients grow their net worth, reduce taxes, and plan for retirement. His approach involves creating detailed financial plans tailored to individual client needs, emphasizing the importance of strategic financial management.