Ian Barrett, Cpa, Ca, Cfp, Rrc
About Ian Barrett, Cpa, Ca, Cfp, Rrc
Ian Barrett is an Associate Consultant at IG Wealth Management, where he has worked since 2008. He holds multiple designations, including CPA, CA, CFP, and RRC, and specializes in personalized financial planning tailored to clients' unique situations.
Work at IG Wealth Management
Ian Barrett has served as an Associate Consultant at IG Wealth Management since 2008, accumulating 16 years of experience in this role. He focuses on delivering personalized financial advice by understanding clients' unique situations. His work involves utilizing established relationships with leading North American asset management, insurance, mortgage, and banking firms to provide a wide range of financial solutions. Ian offers complimentary consultations to discuss customized financial plans tailored to individual needs.
Education and Expertise
Ian Barrett holds multiple professional designations, including Chartered Professional Accountant (CPA), Registered Retirement Consultant (RRC), and Certified Financial Planner (CFP). He studied at the Chartered Professional Accountants of Canada (CPA Canada) and the Canadian Institute of Financial Planning. Additionally, he completed his Bachelor of Science with Honours (BScH) in Chemistry and Math at Acadia University from 1995 to 1999. His educational background supports his expertise in financial planning and accounting.
Background
Ian Barrett has over 15 years of experience in providing comprehensive financial planning services. His background includes extensive training in accounting and financial planning, which equips him to create synchronized financial plans that adapt to clients' changing life circumstances. His approach emphasizes understanding individual client needs and delivering tailored financial solutions.
Achievements
Ian Barrett has achieved several professional designations that enhance his qualifications in the financial planning sector. He has successfully completed the requirements to become a Chartered Professional Accountant (CPA), a Registered Retirement Consultant (RRC), and a Certified Financial Planner (CFP). These achievements reflect his commitment to professional development and his ability to provide informed financial advice.