Eric Schultz
About Eric Schultz
Eric Schultz is an Associate Consultant at IG Wealth Management, where he specializes in comprehensive financial planning, mortgage planning, life insurance, and living benefits. He holds a Bachelor's degree in Business Administration with a focus on Accounting and Finance from Finlandia University and has previous experience as an Accountant at Pharos Business & Taxation Advisors.
Work at IG Wealth Management
Eric Schultz has been serving as an Associate Consultant at IG Wealth Management since 2016. In this role, he specializes in comprehensive financial planning, mortgage planning, life insurance, and living benefits. His expertise allows him to enhance client financial strategies effectively. Based in Regina, Saskatchewan, he has contributed to the firm’s mission of providing tailored financial solutions to clients.
Previous Experience at Pharos Business & Taxation Advisors
Prior to his current position, Eric Schultz worked as an Accountant at Pharos Business & Taxation Advisors from 2011 to 2016. During his five years there, he developed skills in financial analysis and taxation, which laid the groundwork for his current consulting role. His experience in this position equipped him with a solid understanding of client financial needs.
Education and Expertise
Eric Schultz studied at Finlandia University, where he earned a Bachelor of Business Administration with a focus on Accounting and Finance from 2008 to 2010. This educational background provided him with a strong foundation in financial principles and practices, which he applies in his consulting work. His proficiency in Microsoft Excel and Microsoft Word further supports his financial analysis and reporting capabilities.
Skills in Strategic Planning
Eric Schultz possesses strong skills in strategic planning, which are essential for enhancing client financial strategies. His ability to analyze complex financial situations allows him to develop effective plans that align with clients' goals. This skill set is particularly valuable in his role at IG Wealth Management, where he focuses on delivering comprehensive financial solutions.