Jen O'neill, Cfp
About Jen O'neill, Cfp
Jen O'Neill is an Associate Consultant at IG Wealth Management, where she has worked since 2014. She specializes in risk management and financial planning strategies, advocating for a long-term approach to financial planning.
Work at IG Wealth Management
Jen O'neill has been employed at IG Wealth Management since 2014, serving as an Associate Consultant. In this role, she focuses on providing financial advice and strategies to clients. Prior to her current position, she worked as a Consultant at IG Wealth Management from 2008 to 2014. Her tenure at the company spans over a decade, during which she has developed a strong understanding of the financial services industry.
Education and Expertise
Jen O'neill studied at the Southern Alberta Institute of Technology (SAIT) and completed the CFP Certification Program, focusing on Financial Planning and Services. She achieved her Certified Financial Planner (CFP) designation after one year of study from 2011 to 2012. Her educational background supports her expertise in financial planning and risk management.
Background
Jen O'neill has a demonstrated history of working in the financial services industry. She emphasizes the importance of a long-term approach to financial planning, advocating for the regular review and updating of financial plans. Her experience includes tailoring financial planning strategies for corporations, groups, and individuals.
Achievements
Throughout her career, Jen O'neill has specialized in risk management and financial planning strategies. Her focus has been on helping clients achieve their financial goals through personalized planning and advice. Her commitment to client success is evident in her approach to financial consulting.