Eric Saleski, Rrc®
About Eric Saleski, Rrc®
Eric Saleski is an Associate Consultant at IG Wealth Management in Kelowna, British Columbia, where he has worked since 2015. He specializes in creating personalized financial strategies and emphasizes the importance of regularly reviewing financial plans to adapt to changing life circumstances.
Work at IG Wealth Management
Eric Saleski has served as an Associate Consultant at IG Wealth Management since 2015. He operates from Kelowna, British Columbia, Canada, where he has accumulated nine years of experience in the financial services sector. His role involves developing personalized strategic plans tailored to the unique needs of clients and their families. Eric emphasizes the importance of regularly reviewing financial plans to ensure they remain relevant and effective as life circumstances change.
Financial Guidance Expertise
Eric Saleski provides comprehensive financial guidance across six key areas: Investments, Retirement, Insurance, Estate, Tax, and Mortgage Planning. His expertise allows him to assist clients in navigating complex financial landscapes and making informed decisions. By focusing on these critical areas, Eric helps clients build and maintain financial security throughout various stages of their lives.
Approach to Financial Planning
Eric Saleski emphasizes the necessity of regularly reviewing financial plans. He believes that adapting to life's changes is crucial for effective financial management. This proactive approach ensures that clients' financial strategies remain aligned with their evolving goals and circumstances, thereby enhancing their overall financial well-being.