Mike Paugh, Cfp
About Mike Paugh, Cfp
Mike Paugh is a Division Director at IG Wealth Management, where he has worked for over 30 years. He specializes in financial planning and mentoring, holding multiple certifications including Certified Financial Planner and Certified Divorce Financial Analyst.
Work at IG Wealth Management
Mike Paugh has been serving as Division Director at IG Wealth Management since 2016. In this role, he is responsible for recruiting, training, and mentoring Investors Group Consultants. His focus is on individuals with an entrepreneurial spirit, guiding them in developing their own financial planning practices. Additionally, he has worked as a Financial Consultant at IG Wealth Management since 1994, accumulating over 30 years of experience in the financial services sector in Cranbrook, BC.
Education and Expertise
Mike Paugh studied at the Financial Planners Standards Council, where he completed a program in Financial Planning and Services, earning the Certified Financial Planner (CFP) designation from 1998 to 2000. He also studied at the Investors Group Institute, obtaining a PFP Online Instructor certification in Personal Financial Planning Software based on Naviplan from 2012 to 2013. Additionally, he holds a Letter of Accomplishment with Honours from the Institute of Canadian Bankers, which he achieved from 1991 to 1993.
Background
Prior to his current roles, Mike Paugh worked at TD Bank as a Customer Service Manager and Mutual Fund Representative from 1991 to 1994 in Cranbrook, BC. This experience laid the foundation for his extensive career in financial consulting and management. His diverse background in banking and financial services has contributed to his expertise in the industry.
Achievements
Mike Paugh holds the designation of Certified Divorce Financial Analyst (CDFA). This specialization allows him to project financial situations for former spouses and collaborate with lawyers to develop fair separation agreements. His qualifications and experience enable him to offer a comprehensive range of financial products and services, including mutual funds, insurance, and brokerage services through Investors Group Securities Inc.