Hugh Bachelor B.A., Cfp
About Hugh Bachelor B.A., Cfp
Hugh Bachelor is a Wealth Planning Specialist at IG Wealth Management, where he has worked since 2018. He holds a Bachelor of Arts in History from Brock University and has expertise in risk assessment, investment management, and trade advisory services for high net worth clients.
Work at IG Wealth Management
Hugh Bachelor currently serves as a Wealth Planning Specialist at IG Wealth Management, a position he has held since 2018 in London, Ontario. In this role, he provides trade advisory services specifically tailored for high net worth clients. Prior to this, he worked as a Regional Planning Support Specialist at IG Wealth Management from 2017 to 2018. His experience at IG Wealth Management has contributed to his expertise in risk assessment and investment management.
Education and Expertise
Hugh Bachelor earned a Bachelor of Arts (B.A.) in History from Brock University, where he studied from 2003 to 2007. He furthered his education by obtaining the LLQP designation through Advocis. His academic background supports his expertise in individual securities and market research, which he applies in his current role in wealth planning.
Background
Before joining IG Wealth Management, Hugh Bachelor worked at Investors Group as a Consultant from 2012 to 2014. This role provided him with foundational experience in financial consulting, which has informed his subsequent positions in wealth management and planning.
Achievements
Hugh Bachelor has developed a specialization in risk assessment and investment management throughout his career. His focus on providing tailored trade advisory services for high net worth clients highlights his commitment to addressing the unique financial needs of this demographic.