Ian Wilson Cfp Rrc
About Ian Wilson Cfp Rrc
Ian Wilson is a Regional Director at IG Wealth Management, recognized for his role in enhancing client experiences through innovative strategies. He holds the CFP and RRC designations and has been active in the financial planning industry for over 30 years.
Work at IG Wealth Management
Ian Wilson has served as Regional Director at IG Wealth Management since 2006. In this role, he has focused on enhancing the client experience through innovative strategies. He acts as a key point of contact for referrals to IG consultants who are pursuing or hold the Certified Financial Planner (CFP) designation. His position involves actively engaging with industry professionals to improve the focus on client experiences and outcomes.
Education and Expertise
Ian Wilson has a strong educational background in financial planning. He studied at the Financial Planning Standards Council of Canada, where he achieved the Certified Financial Planner (CFP) designation, a credential he has maintained for 30 years, from 1998 to 2028. Additionally, he studied at the Canadian Institute of Financial Planning, earning the Registered Retirement Consultant (RRC) designation, which he has held for 13 years, from 2015 to 2028.
Background
Ian Wilson has been involved in the financial planning industry for several decades. His extensive experience includes a focus on client engagement and the development of strategies aimed at improving client satisfaction. His role as Regional Director at IG Wealth Management has allowed him to leverage his expertise in financial planning to benefit clients and the organization.
Achievements
Throughout his career, Ian Wilson has been instrumental in enhancing client experiences at IG Wealth Management. His innovative strategies and active engagement with industry professionals have contributed to improved client outcomes. His leadership in the organization has positioned him as a key figure in the financial planning community.