Jeremy Gaylor, Cfp, Clu, Chs, Rrc
About Jeremy Gaylor, Cfp, Clu, Chs, Rrc
Jeremy Gaylor is an Associate Consultant at IG Wealth Management, specializing in personalized financial solutions through the IG Living Plan™. He holds a Postgraduate Financial Planning Degree from Humber College and a Bachelor of Science and Business Administration from the University of Guelph.
Work at IG Wealth Management
Jeremy Gaylor serves as an Associate Consultant at IG Wealth Management, a position he has held since 2015. In this role, he utilizes the IG Living Plan™ to develop customized financial solutions tailored to meet the unique needs of clients. He is part of a diverse team of accredited financial professionals, contributing to a practice that ranks within the top 5% of advisory groups in Canada, as indicated by national statistics from CSA, Advocis, and FP Canada.
Education and Expertise
Jeremy Gaylor has a solid educational background in finance and business. He completed a Bachelor of Science (B.Sc.) and Business Administration (BADM) at the University of Guelph from 2010 to 2014. Following this, he pursued a Postgraduate Financial Planning Degree at Humber College, which he completed in 2015. His educational qualifications are complemented by professional designations, including CFP, CLU, CHS, and RRC.
Background
Prior to his current role at IG Wealth Management, Jeremy Gaylor worked at D&A Group Services as a Collections Representative from 2013 to 2015. This experience provided him with foundational skills in client engagement and financial management, which he has since applied in his consulting role. His career in financial services has been marked by a commitment to providing tailored financial advice and solutions.
Professional Contributions
Jeremy Gaylor is actively engaged with the Private Wealth Network of Specialists, which allows him to navigate various financial climates effectively. His involvement in this network enhances his ability to provide informed financial solutions and strategies to clients, ensuring they receive comprehensive support in managing their wealth.