Rebecca Evans Rrc, Cfp
About Rebecca Evans Rrc, Cfp
Rebecca Evans is an Associate Consultant at IG Wealth Management, specializing in creating tailored financial plans for clients. With a background in fitness and extensive experience in financial consulting, she focuses on simplifying complex financial strategies for business owners, professionals, and pre-retirees.
Work at IG Wealth Management
Rebecca Evans has served as an Associate Consultant at IG Wealth Management since 2014. In this role, she focuses on presenting complex financial strategies in simple, understandable ways to clients. Her work involves creating comprehensive financial plans tailored to the unique needs and goals of various clients, including business owners, professionals, and pre-retirees. She emphasizes integrity and quick response times in her client interactions, ensuring that clients receive timely and relevant information.
Previous Experience at GoodLife Fitness
Before joining IG Wealth Management, Rebecca Evans worked at GoodLife Fitness in two capacities. From 2011 to 2012, she was a Customer Service Representative in Toronto, Ontario. Following this role, she served as a Fitness Advisor from 2012 to 2014 in Waterloo, Ontario. These positions provided her with valuable experience in client engagement and service.
Education and Expertise
Rebecca Evans has a solid educational background in finance and health promotion. She studied at Humber College, where she earned a Diploma in Fitness and Health Promotion from 2010 to 2012. She then pursued further education at the IFSE Institute, achieving her Life Licence in 2014. Additionally, she studied at the Canadian Institute of Financial Planning, obtaining her Certified Financial Planner (CFP) designation from 2014 to 2016.
Client Consultation Services
Rebecca Evans offers no-cost, no-obligation consultations to potential clients. This approach allows individuals to explore their financial planning needs without any initial commitment. Her focus on creating tailored financial strategies ensures that clients receive personalized advice that aligns with their specific goals.