Paddy Copland, Cfp, Rrc
About Paddy Copland, Cfp, Rrc
Paddy Copland is an Associate Consultant at O'Donnell, Hayward & Associates Private Wealth Management, specializing in simplifying complex financial matters for clients. With a background in social work and extensive training in financial planning, he has been with the firm since its inception in 2017.
Work at IG Wealth Management
Paddy Copland has been serving as an Associate Consultant at O'Donnell, Hayward & Associates Private Wealth Management, a division of IG Wealth Management, since 2017. Based in Red Deer, AB, he specializes in simplifying complex financial matters for clients. His role involves creating comprehensive financial plans that empower clients to achieve their financial goals and live confidently.
Education and Expertise
Paddy Copland holds a Social Work Diploma from Red Deer College, which he earned from 1990 to 1992. He furthered his education at the Canadian Institute of Financial Planners, where he studied Financial Planning and Services, achieving the Certified Financial Planner (CFP) designation from 2017 to 2021. Additionally, he obtained the Registered Retirement Consultant (RRC) designation in 2017 after an 11-month program.
Background
Before joining O'Donnell, Hayward & Associates Private Wealth Management, Paddy Copland worked as a Sales Associate at TBS the Team and Corporate Store from 2014 to 2016. His experience in sales provided him with valuable skills that he now applies in his financial consulting career. Paddy has been with O'Donnell, Hayward & Associates since its inception in 2017.
Achievements
Paddy Copland has made significant contributions to the financial planning field through his work at O'Donnell, Hayward & Associates Private Wealth Management. He focuses on creating financial plans that help clients navigate their financial journeys. His expertise in simplifying complex financial issues has been instrumental in assisting clients in achieving their financial objectives.