Monica Amabilis, Cfp
About Monica Amabilis, Cfp
Monica Amabilis is an Associate Consultant at IG Wealth Management, specializing in strategic financial planning and portfolio management for high net worth families and entrepreneurs in Calgary. She has extensive experience in the financial sector, having worked with various institutions and earned multiple relevant qualifications.
Work at IG Wealth Management
Monica Amabilis has been serving as an Associate Consultant at IG Wealth Management since 2019. In this role, she specializes in strategic financial planning and portfolio management, focusing on high net worth families and entrepreneurs in Calgary. Her responsibilities include providing a comprehensive range of financial products and services to over 180 clients in the Calgary area.
Education and Expertise
Monica Amabilis holds a Bachelor's of Commerce in Accounting from Escuela Bancaria y Comercial, completed between 1996 and 1998. She has furthered her education through various financial courses, including the Canadian Securities Courses (CSC) from the Canadian Securities Institute, Financial Planning Courses at the University of Calgary, and the LLQP designation from the Alberta Insurance Council. Additionally, she achieved the Certified Financial Planner (CFP) designation from the Financial Planners Standards Council (FPSC).
Background
Monica Amabilis has a diverse background in the financial services industry, with experience spanning over two decades. She began her career as a Financial Advisor at SunLife from 2003 to 2004. She then worked as an Account Manager at RBC from 2004 to 2006, followed by a role as an Account Manager II at HSBC Retail Banking and Wealth Management from 2006 to 2008. Monica also held positions at National Bank of Canada and Canadian Western Bank before joining IG Wealth Management.
Professional Experience
Monica Amabilis has accumulated significant experience in various financial roles. She worked as a Personal Banker in Wealth Management at National Bank of Canada from 2009 to 2013. Subsequently, she served as a Senior Account Manager in Retail Banking at Canadian Western Bank from 2015 to 2019. Her extensive experience in account management and wealth management has equipped her with the skills necessary to effectively serve her clients.
Membership in Colbourne Group Private Wealth Management
Monica Amabilis is a member of the Colbourne Group Private Wealth Management, a prominent private wealth management practice in Calgary. This affiliation allows her to collaborate with a team of professionals dedicated to providing tailored financial solutions to clients, enhancing her ability to deliver comprehensive wealth management services.