Margaret Beaulieu
About Margaret Beaulieu
Margaret Beaulieu is an experienced Executive Assistant currently working at IG Wealth Management, supporting Jessie Christo CFP. With over a decade in the financial services industry, she has held various roles and possesses extensive knowledge in personal finance and operational procedures.
Current Role at IG Wealth Management
Margaret Beaulieu currently serves as the Executive Assistant to Jessie Christo, CFP, at IG Wealth Management. She has held this position since 2017, working at the 305 Milner Ave location in Toronto, Ontario. In her role, she supports financial planning and client service initiatives, leveraging her extensive experience in the financial services sector.
Previous Experience in Financial Services
Margaret Beaulieu has over a decade of experience in the financial services industry. She worked at IG Wealth Management from 2009 to 2017 in various capacities, including as a Client Service Associate from 2009 to 2011 and as an Executive Assistant from 2011 to 2017. Prior to her tenure at IG Wealth Management, she was employed at DundeeWealth Inc. as an Assistant from 1998 to 2007 and at IPC Securities Corp as a Client Service Associate from 2008 to 2009.
Educational Background
Margaret Beaulieu studied Executive Business Administration at Centennial College from 1992 to 1994, earning a degree in Business Administration. She furthered her education at the IFSE - Investment Funds Institute of Canada, where she completed the Canadian Investment Funds Course in 2013 and achieved her Mutual Funds certification. Additionally, she studied for the Insurance (LLQP) certification in 2015, completing the program in 11 months.
Professional Skills and Knowledge
Margaret Beaulieu possesses extensive knowledge of personal finance and operational procedures, developed through her long tenure in the financial services industry. Her experience encompasses client service, financial planning support, and administrative functions, making her a valuable asset in her current role.
Personal Interests
In her spare time, Margaret Beaulieu participates in dance and fitness classes, reflecting her commitment to health and wellness. She enjoys spending time with family and friends and takes pleasure in walking her puppies, indicating a balanced approach to work and personal life.