Jason Heflin
About Jason Heflin
Jason Heflin serves as the Regional Director at IG Wealth Management in Courtenay, BC, where he has worked since 2013. He has extensive experience in the financial services sector, having held various roles within the company since 1998 and facilitating a respected training program for Consultants.
Work at IG Wealth Management
Jason Heflin has been serving as the Regional Director at IG Wealth Management since 2013, operating out of Courtenay, BC. In this role, he acts as a regional representative, promoting career opportunities and addressing financial inquiries. His leadership is focused on maintaining high service standards and fostering strong relationships with clients and potential Consultants. Prior to his current position, he held the role of Division Director and Certified Financial Planner (CFP) from 2004 to 2013 in Victoria, BC, and worked as a Financial Consultant from 1998 to 2004.
Education and Expertise
Jason Heflin studied Entrepreneurial Management at Royal Roads University, where he completed a Bachelor of Commerce (B.Comm) degree in 1997. He also attended Langara College, earning a Diploma in International Business from 1996. His educational background provides a strong foundation for his career in financial services, enabling him to effectively lead teams and develop training programs within the industry.
Background
Jason Heflin has over two decades of experience in the financial services sector. He began his career at IG Wealth Management as a Financial Consultant in 1998, progressing to various leadership roles over the years. His experience includes nearly nine years as Division Director and CFP, where he honed his skills in client relations and financial planning. His extensive background in the industry has equipped him with the knowledge necessary to guide and mentor others.
Achievements
Jason Heflin facilitates a well-regarded training program within the Canadian financial services industry. This program is designed to assist Consultants in achieving their full potential, reflecting his commitment to professional development and excellence in service delivery. His leadership in this area underscores his dedication to fostering growth and success among financial professionals.