Marlys Schroh Gordon, Cfp
About Marlys Schroh Gordon, Cfp
Marlys Schroh Gordon is an Associate Consultant at IG Wealth Management in Saskatoon, Saskatchewan, specializing in tailored financial strategies. With over 20 years of experience in wealth management, she collaborates with regional experts to provide comprehensive solutions for her clients.
Work at IG Wealth Management
Marlys Schroh Gordon has a long-standing career at IG Wealth Management, where she has held multiple roles since 2002. She served as a Financial Consultant for 17 years, from 2002 to 2019, in Saskatoon, Saskatchewan. In this role, she focused on wealth management services, employing a sophisticated approach to wealth building and protection. In 2011, she transitioned to the position of Division Director, where she worked for three years until 2014. Since 2019, she has been serving as an Associate Consultant, continuing her work in Saskatoon and further enhancing her expertise in financial strategies.
Education and Expertise
Marlys Schroh Gordon is a Certified Financial Planner (CFP), which signifies her expertise in financial planning and wealth management. Her educational background and professional training equip her with the skills necessary to develop tailored strategies that address both short and long-term financial goals for her clients. She collaborates with a team of regional experts in various fields, including tax and estate planning, insurance protection, investment and mortgage planning, and business succession, to create comprehensive financial solutions.
Background
Marlys Schroh Gordon has dedicated her career to financial consulting and wealth management, primarily based in Saskatoon, Saskatchewan. Her extensive experience spans over two decades, during which she has developed a deep understanding of the financial needs and challenges faced by clients. Her work has involved direct client engagement, allowing her to build strong relationships and provide personalized financial advice.
Achievements
Throughout her career at IG Wealth Management, Marlys Schroh Gordon has contributed to the development of tailored financial strategies that meet the diverse needs of her clients. Her role as a Division Director and now as an Associate Consultant highlights her commitment to providing high-quality financial services. By collaborating with experts in various financial disciplines, she has been able to offer unique solutions that address complex financial situations.