John Taggart
About John Taggart
John Taggart is an Associate Consultant at IG Wealth Management, specializing in retirement, estate wealth transfer, and small business succession. He has a background in child development and has held various roles in the financial services industry since 2006.
Current Role at IG Wealth Management
John Taggart serves as an Associate Consultant at IG Wealth Management, a position he has held since 2018. He works in Cranbrook, British Columbia, where he collaborates with Wally Eddy & Associates. His role involves designing tailored financial strategies for affluent clients, families, and businesses, focusing on areas such as retirement planning, estate wealth transfer, and small business succession.
Previous Experience in Financial Services
Prior to his current role, John Taggart accumulated extensive experience in the financial services sector. He worked as a Consultant at IG Wealth Management from 2006 to 2009 in Calgary, Alberta. He also held positions as a Sales Representative at Precision Drilling from 2014 to 2015, and as an Account Manager at Leader Energy Services Ltd. and Hunting Energy Services, from 2011 to 2012 and 2010 to 2011, respectively.
Educational Background
John Taggart completed his studies at the University of Victoria, where he focused on Child Development and achieved a degree in Social Work from 2004 to 2007. Prior to that, he earned a Child & Youth Care Diploma from Lethbridge College, studying from 2002 to 2004. This educational background supports his understanding of client needs and enhances his approach to financial planning.
Specialization in Financial Planning
John Taggart specializes in creating customized financial strategies for clients. His expertise includes retirement planning, estate wealth transfer, and small business succession. He emphasizes intellectual rigor and in-depth customization in his financial planning approach, ensuring that each strategy aligns with the unique needs of his clients.
Team and Regional Focus
John is part of a team that has been serving the Kootenay Region of British Columbia and the Calgary Area for over 26 years. This long-standing presence in the community allows him to understand local market dynamics and client expectations, contributing to effective financial solutions tailored to the region.