Jack Courtney
About Jack Courtney
Jack Courtney serves as the Vice President of Advanced Financial Planning at IG Wealth Management, a position he has held since 2018. He holds a Bachelor of Laws degree, a Bachelor of Arts degree, and is recognized as a FP Canada™ Fellow, Trust and Estate Practitioner, and Certified Financial Planner.
Work at IG Wealth Management
Jack Courtney has been serving as the Vice President of Advanced Financial Planning at IG Wealth Management since 2018. In this role, he focuses on providing comprehensive financial planning services. His expertise contributes to the strategic direction of the firm, ensuring clients receive tailored financial solutions.
Education and Expertise
Jack Courtney holds a Bachelor of Laws (LL.B.) degree and a Bachelor of Arts degree. He is recognized as a FP Canada™ Fellow, demonstrating his commitment to the financial planning profession. Additionally, he is a Trust and Estate Practitioner (TEP) and a Certified Financial Planner (CFP®), indicating a high level of expertise in financial planning and estate management.
Professional Qualifications
Jack Courtney's professional qualifications include being a Certified Financial Planner (CFP®) and a Trust and Estate Practitioner (TEP). These designations reflect his knowledge and skills in financial planning, trust, and estate management, enabling him to provide informed guidance to clients.
Background
Jack Courtney has built a career in financial planning, leveraging his legal education and professional certifications. His background in law and finance supports his role in advanced financial planning, allowing him to navigate complex financial situations for his clients.