Jaryd Forgeron, Cfp®, Cim®
About Jaryd Forgeron, Cfp®, Cim®
Jaryd Forgeron is a Division Director and Financial Consultant at IG Wealth Management, where he has worked since 2018. He holds the CFP® and CIM® designations and has over a decade of experience in financial and investment planning.
Work at IG Wealth Management
Jaryd Forgeron has been involved with IG Wealth Management since 2018. He currently holds the position of Division Director, a role he has occupied since 2021. In addition to his directorial responsibilities, he also serves as a Financial Consultant. His tenure at IG Wealth Management reflects a commitment to providing financial consulting services and investment planning, contributing to the company's mission of helping clients achieve their financial goals.
Previous Experience at CIBC
Prior to his current role, Jaryd Forgeron worked at CIBC for several years. He began as a Financial Services Representative - Investments in 2011 and held this position for 10 months in the Toronto area. He then transitioned to Halifax, where he served as a Financial Advisor from 2012 to 2018. His experience at CIBC allowed him to develop skills in financial advising and investment services.
Education and Expertise
Jaryd Forgeron holds both the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Investment Manager (CIM®) designations, showcasing his expertise in financial planning and investment management. He studied at FP Canada to achieve the CFP® designation and at the Canadian Securities Institute for the CIM® designation. Additionally, he earned a Bachelor of Commerce (B.Com.) degree in Finance from Dalhousie University, completing his studies from 2005 to 2010.
Professional Background
With over a decade of experience in financial and investment planning, Jaryd Forgeron has built a robust professional background. His roles at both IG Wealth Management and CIBC have equipped him with a diverse skill set in financial consulting, advising, and investment management. His career trajectory demonstrates a consistent focus on enhancing client financial outcomes through strategic planning and investment strategies.