Mark Westmaas, Clu®, Rrc®
About Mark Westmaas, Clu®, Rrc®
Mark Westmaas is an Associate Consultant at Iocco Group Private Wealth Management, specializing in comprehensive financial planning. He holds the Chartered Life Underwriter (CLU®) and Registered Retirement Consultant (RRC®) designations and has over a decade of experience in the financial services industry.
Work at IG Wealth Management
Mark Westmaas has served as an Associate Consultant at Iocco Group Private Wealth Management within IG Wealth Management since 2012. In this role, he focuses on developing comprehensive financial plans tailored to meet the diverse needs of clients. His expertise encompasses a variety of financial products, including registered and non-registered investment products, life and living benefits insurance, and group insurance. Mark collaborates with a team of regional specialists in insurance, securities, and mortgage planning to enhance the financial strategies he provides to clients.
Education and Expertise
Mark Westmaas has pursued advanced education in financial planning. He studied at The Canadian Institute of Financial Planning (CIFP) from 2014 to 2015, where he specialized in Retirement Planning and earned the Registered Retirement Consultant (RRC®) designation. Additionally, he has been studying Wealth Transfer and Estate Planning at The Institute for Advanced Financial Education and achieved the Chartered Life Underwriter (CLU®) designation in 2014. His educational background supports his ability to create effective financial strategies for clients.
Background
Before joining IG Wealth Management, Mark Westmaas worked as a consultant with Investors Group from 2012 to 2017 in Winnipeg, Manitoba, Canada. This experience provided him with a solid foundation in financial consulting, which he has built upon in his current role. His extensive experience in the financial services industry spans over a decade, allowing him to develop a deep understanding of client needs and financial planning.
Achievements
Mark Westmaas has achieved notable professional designations that enhance his credibility in the financial planning field. He earned the Chartered Life Underwriter (CLU®) designation in 2014 and the Registered Retirement Consultant (RRC®) designation after completing his studies at CIFP. These qualifications reflect his commitment to professional development and his ability to provide informed financial advice to clients.
Client Focus and Goals
Mark Westmaas aims to generate personal financial security and independence for his clients. He emphasizes the importance of outlining clear financial goals and developing a step-by-step plan to achieve them. His approach to financial planning is comprehensive, ensuring that clients receive tailored solutions that address their specific financial situations and aspirations.