Robert Serra
About Robert Serra
Robert Serra serves as the Regional Director at IG Wealth Management, where he has significantly contributed to the company's growth in the Guelph-Halton Hills region. He has a background in finance, holding a Bachelor of Business Administration from York University and a certification from The Wharton School.
Work at IG Wealth Management
Robert Serra has served as Regional Director at IG Wealth Management since 2014. In this role, he has focused on expanding the company's presence in the Guelph-Halton Hills region. Prior to this position, he worked as Division Director for nine years from 2005 to 2014 at the Oshawa/Whitby office. His experience in these roles has contributed to the growth and development of the organization in various capacities.
Education and Expertise
Robert Serra holds a Bachelor of Business Administration (BBA) degree from York University, where he studied Finance and Financial Management Services from 1996 to 1999. Additionally, he completed the Foundations of Wealth Management Program at The Wharton School in 2018. His educational background supports his expertise in financial planning and management.
Background
Robert Serra has a significant history in the financial services industry, particularly with IG Wealth Management. His career began in 2005, and he has held various leadership roles that have shaped his approach to financial advising. His commitment to the industry is reflected in his efforts to mentor and develop new financial advisors.
Achievements
Robert Serra has been instrumental in addressing the shortage of quality financial planning advice in Canada. He actively advocates for increasing the number of qualified financial advisors to meet the growing demand for financial planning services. His initiatives focus on enhancing the skills and capabilities of new financial advisors in the industry.