Noel Zapotoczny B.A. (Hons.)
About Noel Zapotoczny B.A. (Hons.)
Noel Zapotoczny is an Associate Consultant specializing in corporate tax saving and protection strategies for professionals, including doctors, dentists, and lawyers. With a focus on inter-generational wealth creation and estate preservation, he has over two decades of experience in financial planning.
Work at IG Wealth Management
Noel Zapotoczny has been working at Investors Group Financial Services Inc. as an Associate Consultant since 2003. With over 21 years of experience in this role, he operates from the Winnipeg Downtown office. His responsibilities include providing financial planning services that emphasize corporate tax saving and protection strategies for professionals, including doctors, dentists, and lawyers.
Education and Expertise
Noel Zapotoczny holds a Business Administration degree from Red River College, where he studied economics, statistics, mathematics, law, accounting, and entrepreneurship from 2000 to 2002. He also completed a Life Insurance License Program at the Insurance Council of Manitoba from 2004 to 2005, focusing on life, disability, and critical illness insurance. This educational background supports his expertise in financial planning and corporate tax strategies.
Background
Before his current role, Noel Zapotoczny worked as a Compensation Administrator at Investors Group for nine months in 2002-2003. His experience in this position laid the groundwork for his transition to financial consulting, where he has developed a focus on inter-generational wealth creation and estate growth for his clients.
Financial Planning Focus
Noel Zapotoczny emphasizes the importance of inter-generational wealth creation in his financial strategies. He incorporates long-term care considerations into his planning and focuses on estate growth and preservation. His approach aims to establish lasting relationships with individuals and families, ensuring that their financial needs are met across generations.