Greg Chadwick
About Greg Chadwick
Greg Chadwick is an Associate Consultant at IG Wealth Management, specializing in wealth management and financial planning for clients in Comox, British Columbia. He has over five years of experience in the field and is recognized for his focus on creating income strategies for soon-to-be-retired and retired Canadians.
Work at IG Wealth Management
Greg Chadwick has been serving as an Associate Consultant at IG Wealth Management since 2019. He is part of the Gee Gibson & Associates Private Wealth Management team located in Comox, British Columbia. His role involves collaborating with a team that collectively possesses over seventy years of experience in providing financial advice. The team has achieved a notable 97% client retention rate, attributed to effective financial planning and consistent annual reviews.
Education and Expertise
Greg Chadwick has pursued education at the Canadian Institute of Financial Planning (CIFP). He obtained the Registered Retirement Consultant designation in 2018, enhancing his expertise in retirement planning. Additionally, he achieved the Mutual Fund Dealers Association (MFDA) License, which allows him to provide comprehensive financial services. His specialization includes developing income strategies for clients who are nearing retirement or are already retired, with a focus on tax minimization.
Background
Before his current role, Greg Chadwick worked as a Consultant at IG Wealth Management from 2016 to 2019, serving clients in Central Vancouver Island North. His experience in the financial sector spans several years, allowing him to build a solid foundation in wealth management and client relations. His current position reflects his commitment to helping clients achieve financial security and longevity in their retirement years.
Achievements
Greg Chadwick has contributed to a team that has maintained a 97% client retention rate at IG Wealth Management. This achievement underscores the effectiveness of their financial planning strategies and the importance placed on annual reviews. His focus on building and maintaining wealth for clients is central to his role, ensuring that clients do not outlive their financial resources.