Jason Mandes, B. Comm.
About Jason Mandes, B. Comm.
Jason Mandes is an Associate Consultant at IG Wealth Management in Lloydminster, Alberta, where he has worked since 2018. He holds a Bachelor of Commerce degree from Athabasca University and specializes in developing personalized wealth strategies for clients.
Work at IG Wealth Management
Jason Mandes has served as an Associate Consultant at IG Wealth Management since 2018. In this role, he operates from Lloydminster, Alberta, Canada, and focuses on assisting clients in defining their financial goals and values. His responsibilities include developing personalized wealth strategies tailored to individual client needs.
Education and Expertise
Jason Mandes holds a Bachelor of Commerce degree, which provides him with a solid foundation in business and finance. He studied at Athabasca University, where he gained knowledge and skills relevant to wealth management and financial consulting.
Background
Jason Mandes has been involved in the financial services industry for several years. His current position as an Associate Consultant at IG Wealth Management highlights his commitment to helping clients navigate their financial journeys. He is also associated with Schiller, Spence & Associates Private Wealth Management, where he further develops personalized wealth strategies.
Achievements
While specific achievements are not detailed, Jason Mandes's role as an Associate Consultant and his work in wealth management indicate a focus on client satisfaction and effective financial planning. His experience in helping clients articulate their financial goals suggests a dedication to fostering strong client relationships.