Manwinder S. Gill, Cpa, Ca, Cfp
About Manwinder S. Gill, Cpa, Ca, Cfp
Manwinder S. Gill is a Division Director at IG Wealth Management, where he has worked since 2014. He specializes in financial planning and wealth management, utilizing unique strategies to create personalized financial plans for his clients.
Work at IG Wealth Management
Manwinder S. Gill has been employed at IG Wealth Management since 2014. He has held the position of Senior Financial Consultant for ten years, where he utilizes unique financial and tax strategies to create and manage personalized financial plans for clients. In 2020, he advanced to the role of Division Director, overseeing operations and mentoring staff in financial planning and wealth management. His work involves celebrating client progress and milestones as part of the financial planning process.
Education and Expertise
Manwinder S. Gill has a strong educational background in financial planning and business administration. He studied at the Financial Planning Standards Council, achieving the Certified Financial Planner (CFP®) designation from 2014 to 2017. He also holds a Bachelor of Business Operations from DeVry Institute of Technology, where he studied from 2002 to 2005. Additionally, he completed his Chartered Accountant designation at the CA School of Business from 2009 to 2011.
Background
Before joining IG Wealth Management, Manwinder S. Gill gained valuable experience in the financial sector. He worked at RBC Royal Bank as a Mortgage Specialist for one year from 2008 to 2009. Following this, he served as a Senior Accountant at KPMG in the Calgary area for four years, from 2009 to 2013. This diverse background has contributed to his expertise in financial planning and wealth management.
Achievements
Manwinder S. Gill has made significant contributions to the field of financial planning. He is recognized for mentoring and coaching individuals in financial planning and wealth management. His approach includes utilizing unique financial and tax strategies to develop tailored financial plans. He actively engages with clients to celebrate their progress and milestones, enhancing the financial planning experience.