Lee Charlton
About Lee Charlton
Lee Charlton is an Associate Consultant at IG Wealth Management in Regina, Saskatchewan, with a background in financial planning and a focus on client-centered approaches. He has held various roles within the company since 2010 and has a Bachelor of Business Administration in Finance from the University of Regina.
Work at IG Wealth Management
Lee Charlton has held multiple positions at IG Wealth Management, starting as a Consultant from 2010 to 2013. He then served as Division Director from 2013 to 2020, where he focused on client-centered financial planning. After a brief role as Senior Financial Consultant in 2020, he transitioned to his current position as Associate Consultant in 2021. Throughout his tenure, he has emphasized helping clients achieve peace of mind regarding their financial issues.
Education and Expertise
Lee Charlton studied at the University of Regina, where he earned a Bachelor of Business Administration (B.B.A.) with a focus on Finance. His educational background provides a solid foundation for his career in financial consulting, enabling him to effectively assist clients in navigating their financial challenges.
Background
Lee Charlton is based in Regina, Saskatchewan, Canada. His career in financial consulting spans over a decade, during which he has developed a client-centered approach to financial planning. In addition to his professional work, he is involved in politics during his spare time, reflecting his interest in civic engagement and community affairs.
Achievements
Throughout his career at IG Wealth Management, Lee Charlton has progressed through various roles, demonstrating his commitment to client service and financial planning. His experience as Division Director and Associate Consultant highlights his leadership and expertise in the financial sector.