Mike Thomas Cfa, Clu, Cfp, Tep
About Mike Thomas Cfa, Clu, Cfp, Tep
Mike Thomas serves as the Vice President of Insurance Distribution at IG Wealth Management, a position he has held since 2011. He has a strong background in coaching insurance and estate planning specialists and focuses on expanding advisor engagement in the large case market.
Work at IG Wealth Management
Mike Thomas has served as Vice President of Insurance Distribution at IG Wealth Management since 2011. In this role, he has focused on enhancing the performance of a team of Insurance and Estate Planning specialists. His responsibilities include increasing the number of advisors engaged in the large case market and improving the average case size. He acts as the front-facing ambassador for insurance and estate planning, actively engaging with both advisors and clients to promote the company's services.
Education and Expertise
Mike Thomas earned a Bachelor of Commerce (B.Com.) degree from the University of Toronto, where he studied Business, Management, Marketing, and Related Support Services from 1987 to 1990. His educational background provides a strong foundation for his expertise in insurance distribution and estate planning.
Background
Mike Thomas has over 13 years of experience in his current role at IG Wealth Management. His career has been marked by a commitment to coaching and mentoring a team of specialists, helping them to achieve success in their respective roles. His focus on the large case market reflects his strategic approach to insurance distribution.
Achievements
Throughout his tenure at IG Wealth Management, Mike Thomas has successfully coached a team of Insurance and Estate Planning specialists. His efforts have contributed to the growth of the large case market and the enhancement of case sizes, demonstrating his impact within the organization.
Personal Interests
In his leisure time, Mike Thomas enjoys spending time at the cottage with family, playing hockey, and working out. These activities reflect his commitment to maintaining a balanced lifestyle outside of his professional responsibilities.