Kelsey Carragher
About Kelsey Carragher
Kelsey Carragher is an Associate Consultant at IG Wealth Management, specializing in financial strategies for small business owners. She has a background in business and finance, with experience in estate planning and tax efficiency.
Work at IG Wealth Management
Kelsey Carragher has been serving as an Associate Consultant at IG Wealth Management since 2018. In this role, she specializes in developing financial strategies tailored for small business owners, aiming to help them avoid common wealth-building mistakes. Her work includes providing financial planning services to independent women and retirees, focusing on estate planning needs. Carragher collaborates closely with Certified Financial Planner Amrit Lalli to deliver comprehensive financial planning services, ensuring that clients receive personalized attention and expert advice.
Education and Expertise
Kelsey Carragher holds a Bachelor of Commerce (BCom) degree from Royal Roads University, where she studied Business/Commerce. Additionally, she earned a Diploma in Business, Management, Marketing, and Related Support Services from Georgian College. Her educational background supports her expertise in financial planning, particularly in areas such as tax planning and reduction, cash flow management, and asset protection for business owners. Carragher's focus includes business succession planning, tax efficiency, and retirement transition strategies.
Background
Before joining IG Wealth Management, Kelsey Carragher co-founded the Victoria Women's Professional Group in 2020, where she worked for four months in Victoria, British Columbia. Prior to that, she gained experience as an Administrative Assistant at CIBC Wood Gundy from 2016 to 2017. This combination of roles has provided her with a diverse skill set and a strong foundation in financial services and client relations.
Achievements
Kelsey Carragher has made significant contributions in her field, particularly through her work with small business owners and independent women. Her role at IG Wealth Management has allowed her to focus on creating tailored financial strategies that address specific client needs. By collaborating with other financial professionals, she enhances the quality of services provided to clients, particularly in estate planning and wealth management.