Gigi Chang
About Gigi Chang
Gigi Chang is an Associate Consultant at IG Wealth Management, where she supports marketing strategies and client relations. She holds a Bachelor's Degree in Accounting from York University and an Associate's Degree in Business Administration - Accounting from Centennial College.
Work at IG Wealth Management
Gigi Chang has been employed at IG Wealth Management as an Associate Consultant since 2016. In this role, she executes trade orders in the absence of the Executive Assistant and supports the team in planning and implementing external marketing strategies. She is responsible for reviewing client files to ensure compliance and identify new business opportunities prior to lead Consultant appointments. Gigi also prepares presentations and concept pieces to implement financial planning strategies and develops new client relationships through external prospecting.
Education and Expertise
Gigi Chang holds an Associate’s Degree in Business Administration - Accounting from Centennial College, where she studied from 2011 to 2013. She furthered her education at York University, earning a Bachelor’s Degree in Accounting from 2013 to 2015. Her educational background provides her with a strong foundation in financial principles and practices, which she applies in her current role at IG Wealth Management.
Background
Before joining IG Wealth Management, Gigi Chang worked as an Assistant Manager at Taikang Life Insurance in Beijing City, China, from 2001 to 2004. This experience contributed to her understanding of the insurance industry and client management. Her transition to the financial consulting sector has allowed her to leverage her skills in client relations and compliance.
Client Relationship Development
In her role at IG Wealth Management, Gigi Chang focuses on developing new client relationships, particularly among young professionals and entrepreneurs. She utilizes external prospecting and introductions from centers of influence to expand the client base. Gigi is also skilled in resolving client issues by investigating problems and developing effective solutions, ensuring a high level of client satisfaction.
Financial Planning Support
Gigi Chang provides support on financial planning software, which includes illustrating insurance quotes and developing written financial reports. Her expertise in these areas aids in creating tailored financial strategies for clients, enhancing their understanding of financial products and services.