Lisa Cox
About Lisa Cox
Lisa Cox is an Associate Consultant at IG Wealth Management, where she has worked since 2006. She is dedicated to continuous education and collaborates with Senior Financial Consultant Trevor Dreher to deliver effective financial consulting services.
Work at IG Wealth Management
Lisa Cox has served as an Associate Consultant at IG Wealth Management since 2006. Over her 18-year tenure, she has developed a strong understanding of financial consulting services. In her role, she collaborates closely with Senior Financial Consultant Trevor Dreher to deliver comprehensive financial solutions to clients. Her commitment to client success is evident in her structured approach to consulting.
Education and Expertise
Lisa Cox studied at CDI College, where she completed a program in Oil & Gas Administrative Assistant from 2005 to 2006. This educational background has equipped her with essential skills relevant to her role in financial consulting. She emphasizes continuous education to remain informed about the latest developments in the financial industry.
Background
Lisa Cox has a background that combines education and extensive experience in financial consulting. Since joining IG Wealth Management in 2006, she has focused on creating efficient systems that support client objectives. Her organizational skills contribute to a structured environment that enhances client success.
Commitment to Client Success
Lisa Cox is dedicated to fostering an environment that promotes client success. Her approach involves creating and maintaining efficient systems tailored to help clients achieve their financial goals. This focus on organization and structure is a key aspect of her consulting practice.