Joseph Abusaid
About Joseph Abusaid
Joseph Abusaid is an Associate Consultant at IG Wealth Management in Ontario, Canada, where he has worked since 2021. He has a diverse background in finance and customer service, having held various roles at organizations such as Experior Financial Group, Scotiabank, and TD.
Work at IG Wealth Management
Joseph Abusaid has been employed at IG Wealth Management as an Associate Consultant since 2021. In this role, he utilizes a comprehensive approach that focuses on six pillars of finance, which include cash flow management, risk mitigation, investment strategy, mortgage planning, retirement planning, and estate planning. He regularly meets with clients to ensure they remain on track with their financial goals and adapts strategies as necessary. His emphasis on tax-efficient strategies is aimed at helping clients achieve their financial objectives.
Previous Experience in Financial Services
Prior to his current role, Joseph Abusaid worked at Experior Financial Group as a Financial Advisor for 11 months in Ontario, Canada, from 2020 to 2021. He also served as a Financial Advisor at Scotiabank for 9 months from 2017 to 2018. His experience in the financial services sector is complemented by his role as an Account Representative at Metrie for two years, from 2018 to 2020, and as a Customer Service Representative at TD for 8 months in 2016.
Education and Expertise
Joseph Abusaid studied at Ryerson University, where he earned a Bachelor of Commerce (BCom) degree in Global Management from 2015 to 2017. He also attended Seneca College, achieving an Advanced Diploma in Business Administration - Management from 2012 to 2015. His educational background provides a solid foundation for his expertise in financial consulting and client management.
Background in Customer Service and Leadership
Joseph Abusaid has a background in customer service and leadership roles. He worked as a Customer Service Representative at TD and as a Team Lead at Kaman's Art Shoppes, Inc. from 2011 to 2014. His experience as a Student Ambassador at Seneca College of Applied Arts and Technology from 2014 to 2015 further highlights his ability to engage with clients and provide support in various capacities.