Marc De Grosbois, MBA, Cfp, Rrc
About Marc De Grosbois, MBA, Cfp, Rrc
Marc De Grosbois is an Associate Consultant at IG Wealth Management, where he has worked since 2019, focusing on managing financial plans for clients. He has a diverse educational background, including an MBA and experience in various roles, including Director of Corporate Services at a health unit.
Work at IG Wealth Management
Marc De Grosbois has been serving as an Associate Consultant at IG Wealth Management since 2019. In this role, he focuses on managing financial plans for clients, adapting to their needs as life circumstances change. Prior to his current position, he worked as a Financial Consultant at IG Wealth Management from 2010 to 2019, where he developed expertise in assisting clients with their financial security and planning.
Education and Expertise
Marc De Grosbois holds a Master of Business Administration (M.B.A.) from the University of Alberta, where he studied Finance and Human Resources. He also earned a Bachelor's Degree in Psychology and Mathematics from Nipissing University. Additionally, he completed a Diploma in Economic Development at the University of Waterloo and pursued postgraduate courses in Theoretical Statistics and FORTRAN IV programming at the University of Guelph. His diverse educational background supports his expertise in financial planning.
Background
Before joining IG Wealth Management, Marc De Grosbois worked as the Director of Corporate Services at the North Bay Parry Sound District Health Unit from 2003 to 2007. This role provided him with experience in managing organizational operations, which complements his financial consulting work. His career spans various sectors, enhancing his ability to address client needs effectively.
Client Focus and Financial Planning
Marc De Grosbois emphasizes refining clients' financial goals and developing actionable plans to achieve optimal results. He assists clients in planning for both short-term and long-term financial security, adapting strategies to align with their evolving life circumstances. His approach is centered on understanding client needs and providing tailored financial solutions.