Robert Baker, Clu, Cfp
About Robert Baker, Clu, Cfp
Robert Baker is an Associate Consultant at IG Wealth Management, where he has worked since 2017. He specializes in estate planning, tax, and retirement options, utilizing advanced planning software to create personalized financial solutions for his clients.
Work at IG Wealth Management
Robert Baker currently serves as an Associate Consultant at IG Wealth Management, a position he has held since 2017. He is based in the Toronto West Mall area. Prior to this role, he worked as a Consultant at IG Wealth Management from 2014 to 2017, where he was located in Yorkdale. In his current role, he emphasizes the importance of revisiting and adjusting financial goals to ensure clients remain on track.
Education and Expertise
Robert Baker studied at York University, where he completed a four-year Specialized Economics program with a focus on Computer Science and Statistics, earning an Honours Bachelor of Arts degree. His educational background provides him with a solid foundation in financial analysis and planning. Additionally, he attended Upper Canada College, which contributes to his well-rounded educational experience.
Background
Robert Baker has a strong background in financial consulting, having worked in the industry for several years. His experience includes a significant tenure at IG Wealth Management, where he has developed expertise in estate planning and customizing tax and retirement options for clients. He also utilizes advanced planning software to create personalized financial solutions.
Client Focus and Services
In his role, Robert Baker aims to be a trusted advisor for his clients, including friends, family, and colleagues. He focuses on helping clients achieve their financial goals by providing comprehensive financial planning services. He accesses a team of specialists through the Region Office to enhance the services offered to his clients, ensuring they receive tailored advice and support.