Fernando Campomar, Cfa, Rrc
About Fernando Campomar, Cfa, Rrc
Fernando Campomar is a Division Director at IG Wealth Management, where he focuses on training consultants to improve client service. He advocates for personalized financial planning and regular reviews to align with clients' goals.
Work at IG Wealth Management
Fernando Campomar has served as Division Director at IG Wealth Management since 2014, focusing on the Ottawa and Outaouais Region. In this role, he trains and assists consultants to enhance their ability to serve clients effectively. He emphasizes the importance of utilizing the resources and products of IG Wealth Management to support clients' strategic financial planning. Prior to his current position, he held the same title at IG Wealth Management from 2003 to 2014, accumulating a total of 21 years of experience within the organization.
Training and Client Support
In his capacity as Division Director, Fernando Campomar focuses on training consultants to improve their client service capabilities. He advocates for regular reviews of financial plans to ensure they remain aligned with clients' goals. His approach includes creating personalized financial plans that serve as roadmaps for clients' financial journeys, allowing them to navigate their financial futures with clarity.
Financial Planning Philosophy
Fernando Campomar emphasizes the significance of starting to save early in life. He highlights that clients who work with financial advisors have the potential for higher net worth over time. His philosophy revolves around the idea that personalized financial planning is essential for achieving long-term financial success.
Experience and Expertise
With over two decades of experience in financial services, Fernando Campomar has developed a deep understanding of client needs and financial strategies. His extensive tenure at IG Wealth Management has equipped him with the expertise to guide both consultants and clients in effective financial planning and investment strategies.