John Harvey
About John Harvey
John Harvey is a Business Development Coordinator at IG Wealth Management, where he has worked since 2009. He specializes in synchronized financial planning and has a background in financial advising and marketing.
Work at IG Wealth Management
John Harvey has been employed at IG Wealth Management since 2009, currently holding the position of Business Development Coordinator. In this role, he focuses on developing financial plans that adapt to clients' changing life circumstances. He works under the guidance of George DeFaria, a Division Director and Senior Financial Consultant, contributing to a holistic approach to clients' financial well-being. Prior to this, he served as a Consultant from 2006 to 2009, gaining valuable experience in the financial services sector.
Education and Expertise
John Harvey has a diverse educational background that supports his work in financial services. He studied at Memorial University of Newfoundland, where he achieved a degree in Marketing. Additionally, he completed the Program of Excellence at Pacific Institute. He holds a Certified Radio Marketer designation from the Radio Marketing Bureau and a Broadcast Certificate from Atlantic Broadcast Institute. His expertise includes managing taxes and maximizing cash flow, which are integral to his role at IG Wealth Management.
Background in Financial Services
Before joining IG Wealth Management, John Harvey worked at London Life as a Financial Advisor and Investment Representative with Quadrus Investment Services Limited from 2003 to 2004. This role provided him with foundational experience in financial advising and investment strategies. His career in financial services spans over two decades, with a focus on synchronized financial planning and retirement readiness strategies.
Contributions to Financial Planning
In his current role as Business Development Coordinator, John Harvey engages in synchronized financial planning, offering a comprehensive approach to clients' financial well-being. He is involved in developing business solutions and strategies for retirement readiness, ensuring that clients are prepared for future financial challenges. His contributions help clients remain open to new opportunities as their life circumstances change.