Heather Clarke Fcpa Fca Cfp Tep
About Heather Clarke Fcpa Fca Cfp Tep
Heather Clarke is the Vice President of Insurance Services at IG Wealth Management, where she has worked since 2006. With a strong background in taxation and financial planning, she specializes in insurance and estate planning solutions.
Work at IG Wealth Management
Heather Clarke has served as Vice President of Insurance Services at IG Wealth Management since 2006, contributing to the organization for 18 years in Winnipeg. In her role, she leads the Insurance Distribution Company, which collaborates with five of the largest insurers in Canada. Previously, she held the position of Director of Advanced Financial Planning at IG Wealth Management from 1997 to 2006, where she focused on enhancing financial strategies for clients.
Education and Expertise
Heather Clarke earned her Bachelor of Commerce (B.Com.) with Honours from the University of Manitoba, studying Accounting from 1976 to 1980. She furthered her education in taxation by achieving the Chartered Accountant designation from CPA Canada between 1980 and 1983. In addition, she completed her Certified Financial Planner (CFP) designation in 1998 and obtained the Trust and Estate Practitioner (TEP) designation in 1999. Her educational background supports her expertise in insurance and estate planning.
Background
Heather Clarke has a diverse professional background in taxation and financial planning. She worked at EY as a Tax Manager from 1980 to 1988 and then at Grant Thornton LLP as a Tax Partner from 1988 to 1993. Following her tenure at Grant Thornton, she joined MNP as a Tax Partner from 1993 to 1997. This extensive experience in tax and financial services has shaped her approach to client relationships and strategic planning.
Achievements
Throughout her career, Heather Clarke has specialized in building deep client relationships through tailored insurance and estate planning solutions. Her strong entrepreneurial background complements her executive leadership role, allowing her to effectively lead initiatives within IG Wealth Management. Her collaboration with major insurers in Canada highlights her influence in the insurance sector.