Katrina Worgan
About Katrina Worgan
Katrina Worgan is an Associate at IG Wealth Management in London, Ontario, with a background in financial planning and client management. She has over 16 years of experience in the financial services industry, including roles at Scotiabank and as a self-employed Certified Financial Planner.
Work at IG Wealth Management
Katrina Worgan has been working as an Associate at IG Wealth Management since 2021. In this role, she focuses on client management and the development of personalized financial strategies. Her position involves collaborating with clients to understand their financial goals and providing tailored solutions to meet those objectives. She operates from London, Ontario, Canada, contributing to the firm's commitment to delivering comprehensive financial planning services.
Previous Experience at Scotiabank
Before joining IG Wealth Management, Katrina Worgan worked at Scotiabank as a Senior Financial Advisor for ten years, from 2005 to 2015. During her tenure in Exeter, Ontario, she gained valuable experience in financial advisory services. Her role involved managing client portfolios and providing financial advice to help clients achieve their financial objectives.
Self-Employed Financial Planner
From 2015 to 2021, Katrina Worgan operated as a self-employed Certified Financial Planner. In this capacity, she provided personalized financial planning services to her clients. Her self-employment allowed her to develop a tailored approach to financial strategies, focusing on the unique needs and goals of each client.
Education and Expertise
Katrina Worgan studied at Fanshawe College, where she achieved a place on the President's Honour Roll while completing her studies in Financial Planning and Services from 2002 to 2004. This educational background provided her with foundational knowledge and skills necessary for her career in financial planning and advisory services.
Client Relationship Management
Katrina Worgan has extensive experience in client management, which is a key aspect of her professional practice. She has a proven track record of building long-term relationships with clients, ensuring their financial goals are met through tailored planning. Her strong background in sales enhances her ability to effectively communicate and deliver financial solutions.