Lawrence Bailey, Cfp® Ba® Rrc®
About Lawrence Bailey, Cfp® Ba® Rrc®
Lawrence Bailey is a Division Manager at IG Wealth Management in Courtenay, British Columbia, where he has worked since 2022. He specializes in financial planning for small business owners and individuals transitioning into retirement, leveraging a team of specialists to offer comprehensive services.
Work at IG Wealth Management
Lawrence Bailey has been serving as Division Manager at IG Wealth Management since 2022, based in Courtenay, British Columbia. In addition to his current role, he has held multiple positions within the organization, including Certified Financial Planner since 2020 and Financial Consultant from 2004 to 2009. His extensive experience at IG Wealth Management spans over a decade, during which he has developed a strong focus on financial planning and investment strategies.
Education and Expertise
Lawrence Bailey holds a Bachelor of Arts degree in International Relations from the University of Calgary, which he completed between 1998 and 2004. He also studied Systems Change Leadership at Leadership Calgary from 2011 to 2012. His educational background is complemented by his expertise in financial planning, particularly for small business owners and individuals transitioning into retirement.
Background
Before his tenure at IG Wealth Management, Lawrence Bailey worked as Editor-in-Chief at Gauntlet Publications Society from 2000 to 2004 in Calgary. He also served as Associate Consultant at Hillaby & Associates Private Wealth Management from 2009 to 2019. His diverse professional background includes roles that emphasize leadership, management, and financial consulting.
Specialization in Financial Planning
Lawrence Bailey specializes in providing financial planning services tailored to small business owners, incorporated professionals, and individuals nearing retirement. His approach focuses on uncovering efficiency and opportunity in various areas, including investment, risk management, cash flow, mortgage planning, and tax planning. He collaborates with a team of specialists to deliver comprehensive financial solutions.