Ivy Arellano, Eco., MBA
About Ivy Arellano, Eco., MBA
Ivy Arellano is an Associate Consultant at IG Wealth Management in Mississauga, Ontario, with 17 years of experience. She specializes in creating personalized financial plans and collaborates with specialists to meet the diverse needs of her clients.
Work at IG Wealth Management
Ivy Arellano has been an Associate Consultant at IG Wealth Management since 2007, contributing to the firm for 17 years. Based in Mississauga, Ontario, she focuses on developing personalized and comprehensive financial plans tailored to the unique needs of clients. Under the leadership of Agostino Iocco, Ivy collaborates with a network of specialists to ensure a holistic approach to financial planning.
Education and Expertise
Ivy Arellano holds a Bachelor of Science in Economics from Universidad Central de Venezuela. She furthered her education by obtaining a Master of Business Administration (MBA) from the University of Connecticut. Her academic background equips her with a strong foundation in economic principles and business strategies, enhancing her ability to serve clients effectively.
Background
Ivy Arellano has built a career in financial consulting, focusing on the diverse needs of Canadian individuals and families. Her experience spans various age brackets and income levels, allowing her to understand and address a wide range of financial goals. She specializes in assisting clients with significant milestones such as purchasing homes, funding education, and planning for retirement.
Achievements
Throughout her tenure at IG Wealth Management, Ivy Arellano has been part of a team that has successfully served hundreds of clients. Her work emphasizes the importance of creating tailored financial strategies that align with clients' personal goals and circumstances. This collaborative approach has contributed to the overall success of the financial planning services offered by her team.