Holly Harrison, Ba, Cfp®
About Holly Harrison, Ba, Cfp®
Holly Harrison is a Mortgage Planning Specialist at IG Wealth Management in Lloydminster, Saskatchewan, with a background in financial consulting and advising. She holds a degree in Business Economics from the University of Saskatchewan and has over a decade of experience in the financial services industry.
Work at IG Wealth Management
Holly Harrison currently serves as a Mortgage Planning Specialist at IG Wealth Management, a position she has held since 2015. In this role, she focuses on providing clients with tailored mortgage solutions and financial planning strategies. Prior to her current position, she worked as a Financial Consultant at IG Wealth Management from 2010 to 2013, where she gained valuable experience in financial advisory services. Her tenure at IG Wealth Management spans over nine years, contributing to her expertise in the financial sector.
Previous Experience at Scotiabank
Before joining IG Wealth Management, Holly Harrison worked at Scotiabank as a Senior Financial Advisor from 2014 to 2015. In this role, she provided comprehensive financial advice and services to clients in Saskatoon. Her experience at Scotiabank equipped her with a strong foundation in financial consulting, enhancing her skill set in client relationship management and financial planning.
Education and Expertise
Holly Harrison earned her Bachelor’s degree in Business Economics from the University of Saskatchewan, completing her studies from 2006 to 2010. This academic background provided her with a solid understanding of economic principles and financial markets. Additionally, she holds the Certified Financial Planner (CFP®) designation, which signifies her expertise in financial planning and commitment to professional standards in the industry.
Background
Holly Harrison is based in Lloydminster, Saskatchewan, Canada. Her professional journey in the financial services industry began after completing her education at the University of Saskatchewan. Over the years, she has developed a diverse skill set through various roles in financial consulting and mortgage planning, contributing to her reputation as a knowledgeable professional in her field.