Luc Viel, Cfp, Rrc
About Luc Viel, Cfp, Rrc
Luc Viel is an Associate Consultant at IG Wealth Management, where he has worked since 2021, building on his previous seven years in the same role at the same company. He specializes in wealth building and protection through tailored strategies and collaborates with a team of professionals in various financial areas.
Work at IG Wealth Management
Luc Viel has been employed as an Associate Consultant at IG Wealth Management since 2021. In this role, he focuses on providing tailored wealth building and protection strategies that address both short and long-term client needs. He previously held the same position at IG Wealth Management from 2014 to 2021, accumulating a total of seven years of experience with the firm. Throughout his tenure, he has collaborated with a team of professionals specializing in tax and estate planning, securities, insurance protection, and business succession.
Previous Experience at TD Wealth Management
Before joining IG Wealth Management, Luc Viel worked at TD Wealth Management as a Certified Financial Planner from 2013 to 2014. His role lasted for seven months, during which he gained valuable experience in financial planning and client advisory services. This position contributed to his expertise in developing personalized financial strategies.
Education and Expertise
Luc Viel studied at the Northern Alberta Institute of Technology (NAIT), where he completed a program in Financial Planning and Services from 2005 to 2006. This educational background provided him with foundational knowledge in financial planning, which he applies in his consulting work. His qualifications include being a Certified Financial Planner (CFP) and a Registered Retirement Consultant (RRC).
Collaborations and Teamwork
In his role as an Associate Consultant at IG Wealth Management, Luc Viel collaborates with Carol Jackson of Jackson & Associates. This partnership enhances his ability to deliver comprehensive financial solutions by leveraging the expertise of experienced professionals in various areas, including tax and estate planning, securities, and insurance protection.