Matt Roth Cfp, Rrc
About Matt Roth Cfp, Rrc
Matt Roth is a Division Director at IG Wealth Management, where he has worked since 2010. He specializes in personalized financial planning, focusing on retirement, insurance, and cash management for families.
Work at IG Wealth Management
Matt Roth has been with IG Wealth Management since 2010, initially serving as a Consultant. He transitioned to the role of Division Director in 2014, a position he has held for 10 years. His responsibilities include creating personalized financial plans that aim to provide clients with peace of mind while helping them achieve their financial goals. His expertise encompasses retirement planning, insurance planning, and cash management for families.
Education and Expertise
Matt Roth completed his secondary education at Port Perry High School. He attended Brock University from 2005 to 2009, where he studied for four years. Following this, he pursued further education at Niagara College, focusing on Business with an emphasis on Sales and Marketing from 2009 to 2010. His educational background supports his specialization in financial consulting, particularly in retirement and insurance planning.
Background
Before becoming a Division Director, Matt Roth worked as a Recruiting Coordinator at IG Wealth Management for four months in 2010. His early experience in recruitment has contributed to his current passion for mentoring and recruiting successful consultants. He actively seeks strong candidates interested in pursuing a career in financial consulting.
Achievements
Throughout his career at IG Wealth Management, Matt Roth has focused on developing personalized financial strategies for clients. His commitment to mentoring and recruiting has helped build a dynamic team of financial consultants. His role as Division Director highlights his leadership in guiding both clients and colleagues towards achieving their financial and professional goals.