Grace Shi
About Grace Shi
Grace Shi is a Wealth Planning Specialist based in Richmond Hill, Ontario, Canada, with over a decade of experience in financial planning. She holds an MBA from Ivey Business School and currently works at IG Wealth Management, specializing in comprehensive financial planning services.
Work at IG Wealth Management
Grace Shi has been employed at IG Wealth Management as a Wealth Planning Specialist since 2014. In this role, she provides comprehensive financial planning services to clients in Markham, Ontario. Her work involves assisting professionals, families, and small businesses in achieving their financial goals. With a focus on integrating various financial planning disciplines, she helps clients navigate complex financial landscapes.
Education and Expertise
Grace Shi holds a Master of Business Administration (MBA) from Ivey Business School at Western University, where she studied Accounting and Finance from 2007 to 2008. She also earned a Bachelor's Degree in Economics and International Trade from the University of International Business and Economics, completing her studies from 1990 to 1994. Her educational background supports her expertise in wealth planning, allowing her to offer informed financial advice.
Background
Before joining IG Wealth Management, Grace Shi worked as a Senior Associate in Investment Banking at Guodu Securities in Beijing City, China, from 2009 to 2012. This experience provided her with a solid foundation in financial services and investment strategies. Her career spans over a decade, during which she has developed a specialization in wealth planning.
Achievements
Grace Shi has over ten years of experience in wealth planning, focusing on integrating six key disciplines: tax planning, investment planning, retirement planning, estate planning, risk management, and cash management. Her approach to financial planning is designed to meet the diverse needs of her clients, ensuring a comprehensive strategy that addresses various aspects of their financial lives.