Michel Gallant, Cfp
About Michel Gallant, Cfp
Michel Gallant is a Division Director and Senior Financial Consultant at IG Wealth Management in Moncton, New Brunswick, with over 15 years of experience in retirement and investment planning. He specializes in wealth creation and preservation through advanced financial strategies and holds multiple financial certifications, including Certified Financial Planner (CFP) and Financial Management Advisor (FMA).
Work at IG Wealth Management
Michel Gallant serves as the Division Director and Senior Financial Consultant at IG Wealth Management. He has held this position since 2018, contributing to the firm's goals-based financial planning initiatives. His role involves creating synchronized financial plans tailored to meet the specific goals of clients. Based in Moncton, New Brunswick, he utilizes his extensive experience in retirement and investment planning to guide clients in wealth creation and preservation.
Education and Expertise
Michel Gallant has a strong educational background in finance and financial planning. He earned a Bachelor of Business Administration (BBA) from the University of Moncton, studying from 1993 to 1997. He achieved the Certified Financial Planner (CFP) designation in 2004 after studying at the Financial Planning Standards Council. Additionally, he has pursued further education at the Canadian Securities Institute, where he is currently studying Wealth Management and Investments, obtaining the Financial Management Advisor (FMA) designation since 2001.
Background
Michel Gallant has over 15 years of experience in the financial services industry, specifically focusing on retirement and investment planning. His career has been marked by a commitment to using advanced financial strategies for wealth creation and preservation. He studied insurance and achieved the Life License Qualification Program (LLQP) in 2018, further enhancing his qualifications in financial services.
Achievements
Throughout his career, Michel Gallant has achieved several professional designations that underscore his expertise in financial planning. He has obtained the Certified Financial Planner (CFP) designation and the Financial Management Advisor (FMA) designation. His ongoing education in Investments and Securities through the Canadian Securities Course reflects his commitment to staying current in the financial industry.