Gavin Conrad Cfp Rrc
About Gavin Conrad Cfp Rrc
Gavin Conrad is an Associate Consultant at IG Wealth Management, specializing in personalized financial strategies that encompass cash management, estate planning, and tax planning. He has a background in financial planning education and has previously held roles in consulting and program coordination.
Work at IG Wealth Management
Gavin Conrad has been working at IG Wealth Management since 2019, currently holding the position of Associate Consultant. He previously served as a Consultant at the same firm from 2015 to 2019. His role involves utilizing a synchronized approach to financial planning, which addresses the diverse needs of clients. He is based in Saint John, NB, where he focuses on building long-term relationships with clients, emphasizing honesty and trust.
Education and Expertise
Gavin Conrad completed his education at Musquodoboit Rural High School from 1998 to 2001. He furthered his studies at Global University for one year from 2002 to 2003. He then attended the Canadian Institute of Financial Planning from 2016 to 2018, where he earned a CIFP Diploma in Financial Planning. His expertise lies in creating personalized financial strategies that encompass cash management, estate planning, and tax planning.
Background
Before his tenure at IG Wealth Management, Gavin Conrad worked as a Program Coordinator at Circle Square Ranch from 2007 to 2008. This role contributed to his experience in managing programs and engaging with clients, which has informed his current approach to financial consulting. His diverse background supports his ability to address various client needs effectively.
Achievements
Gavin Conrad specializes in developing personalized financial strategies that integrate multiple aspects of financial planning. His work is characterized by a commitment to helping clients achieve both short-term and long-term financial goals. His approach is client-centric, focusing on understanding individual needs and building trust.