Krista Morris
About Krista Morris
Krista Morris is an Associate Consultant at IG Wealth Management, where she has worked since 2015. She specializes in creating personalized financial plans that help clients achieve both short-term and long-term financial goals.
Work at IG Wealth Management
Krista Morris has been employed at IG Wealth Management as an Associate Consultant since 2015. In this role, she focuses on helping clients achieve their financial goals. Krista emphasizes the importance of making money work harder for clients, which contributes to a more relaxing and comfortable retirement. Her work involves creating personalized financial plans that cater to both short-term and long-term objectives.
Education and Expertise
Krista Morris studied at Niagara College, where she pursued a Bachelor’s Degree in Culinary Arts/Chef Training and Culinary Management from 2011 to 2013. This educational background provided her with a foundation in management and operational skills, which she later applied in her financial consulting career. Her expertise lies in financial planning, where she specializes in various areas including investments, mortgage planning, insurance, and tax planning.
Financial Planning Specialization
Krista specializes in creating personalized financial plans that address seven key areas: investments, mortgage planning, insurance, lines of credit, estate planning, tax planning, and debt consolidation. This comprehensive approach allows her to assist clients in achieving both immediate financial needs, such as purchasing a house or car, and long-term goals like retirement planning and funding children's education.
Client-Centric Approach
In her role as an Associate Consultant, Krista Morris adopts a client-centric approach. She focuses on understanding the unique financial situations and goals of her clients. By emphasizing the importance of tailored financial strategies, she helps clients navigate their financial journeys effectively, ensuring they are well-prepared for both current and future financial challenges.