Karl Rebner, MBA
About Karl Rebner, MBA
Karl Rebner, MBA, serves as the Regional Director at IG Wealth Management in Victoria, British Columbia, where he has worked since 2018. With over 25 years of experience in the financial services industry, he has held various leadership roles at CIBC prior to his current position.
Work at IG Wealth Management
Karl Rebner has served as the Regional Director at IG Wealth Management since 2018. In this role, he leads a team of financial professionals in the Greater Victoria area. His responsibilities include connecting families in need of financial planning with the appropriate advisors and facilitating a coordinated approach to financial planning by involving clients' professional advisors. He actively engages with financial planning professionals who are interested in joining the IG Wealth Management team.
Education and Expertise
Karl Rebner holds a Master of Business Administration (MBA) from the Richard Ivey School of Business, which he completed from 1997 to 1999. He also earned a Bachelor of Commerce degree from The University of British Columbia between 1988 and 1992. Additionally, he studied at the Canadian Securities Institute, where he achieved the Canadian Securities Course, CPH, and Wealth Management Essentials from 1996 to 2012.
Background in Financial Services
Karl Rebner has over 25 years of leadership experience in the financial services industry. Prior to his current role at IG Wealth Management, he held various positions at CIBC, including Director of Telephone Banking Business Development & Client Experience, General Manager of Branch Banking, and Senior Director of Channel Integration Strategy. His extensive experience spans multiple roles focused on business development, client experience, and banking innovations.
Leadership Roles at CIBC
Throughout his tenure at CIBC, Karl Rebner held several leadership positions. He served as General Manager of Branch Banking Imperial Service in Victoria, British Columbia, and as Senior Director of Telephone Banking Business Performance & Analytics. His roles included overseeing banking operations, enhancing client experience, and leading business development initiatives. His experience at CIBC contributed to his comprehensive understanding of the financial services landscape.
Professional Engagement and Support
In his current role, Karl Rebner supports financial advisors by providing specialized expertise in areas such as tax and estate planning, securities, insurance protection, investment lending, and business succession planning. He emphasizes the importance of collaboration with clients' existing professional advisors to ensure a holistic approach to financial planning.