Mandy Baker
About Mandy Baker
Mandy Baker is an Associate Consultant at Behan Baker & Associates, specializing in tailored wealth management solutions for high net worth clients. With over a decade of experience in the field, she employs a collaborative approach to create comprehensive financial strategies.
Work at IG Wealth Management
Mandy Baker has been working at IG Wealth Management as an Associate Consultant at Behan Baker & Associates since 2011. With over 13 years of experience in this role, she operates from Courtenay. In her position, she provides tailored wealth management solutions specifically designed for high net worth individuals, families, and foundations. Mandy employs a collaborative team-based approach to effectively address the unique wealth management needs of her clients.
Education and Expertise
Mandy Baker has pursued extensive education in finance and wealth management. She has been studying at the Canadian Institute of Financial Planning (CIFP) since 2017. Additionally, she has been working towards her Certified Financial Planner (CFP) designation through the Financial Planning Standards Council (FPSC) since 2016. Furthermore, she is studying to achieve the Certified Professional Consultant on Aging (CPCA) designation, focusing on Baby Boomers and Seniors, which she has been pursuing since 2013.
Background
Mandy Baker has built her career in wealth management, focusing on providing comprehensive financial solutions. Her experience spans over a decade, during which she has developed a disciplined and proven approach to managing clients' financial needs. Her background includes a strong emphasis on collaboration and understanding the specific requirements of high net worth clients.
Achievements
Mandy Baker has achieved several professional designations that enhance her expertise in wealth management. She is on track to earn the Certified Financial Planner (CFP) designation and the Certified Professional Consultant on Aging (CPCA) designation. These qualifications reflect her commitment to understanding and addressing the financial needs of diverse client demographics, including seniors and high net worth individuals.