Linda Milborrow
About Linda Milborrow
Linda Milborrow is an Associate Consultant at Iocco Group, specializing in creating and updating financial plans for clients to help them achieve their financial goals. With over a decade of experience, she focuses on assisting Canadians in increasing their net worth and preparing for unexpected life events.
Work at Iocco Group
Linda Milborrow serves as an Associate Consultant at Iocco Group, a position she has held since 2018. In this role, she focuses on developing financial strategies tailored to major life goals for her clients. These goals include buying a home, funding education, and planning for retirement or estate management. Her approach involves creating financial plans that are regularly reviewed and updated, ensuring that clients remain on track to achieve their financial objectives.
Education and Expertise
Linda Milborrow holds a Bachelor of Arts degree in English and French from York University. She has also pursued further education in financial planning, earning a Certificate from the Canadian Institute of Financial Planning, where she specialized in Wealth Accumulation and Risk Management. Additionally, she has a Certificate in Emotional Intelligence Management from the Professional Development Institute. Currently, she is studying for a Certificate in Life and Disability Insurance through the Financial Services Commission of Ontario.
Background
Linda Milborrow has over a decade of experience in the financial services industry. Prior to her current role at Iocco Group, she worked as a Financial Consultant at Investors Group from 2000 to 2018, accumulating 18 years of experience in the Toronto, Canada area. Throughout her career, she has built personalized financial plans for a diverse clientele, including individuals and families across various age brackets and income levels.
Achievements
Linda Milborrow specializes in comprehensive financial planning aimed at helping Canadians increase their net worth and prepare for unexpected life events. Her work involves creating financial plans that are not only personalized but also adaptable to the changing needs of her clients. She has a proven track record of assisting clients in achieving their financial goals through regular reviews and updates of their financial strategies.