Rosa Claeys

Rosa Claeys

Senior Manager, Financial Planning & Valuation @ IG Wealth Management

About Rosa Claeys

Rosa Claeys is a Senior Manager in Financial Planning and Valuation at IG Wealth Management, where she has worked since 2006. She holds a Business Administration and Management degree from Red River College and a Certificate in Management and Advanced Accounting from the University of Manitoba.

Work at IG Wealth Management

Rosa Claeys has a long-standing career at IG Wealth Management, where she has held various roles since 1989. She worked in previous positions for 17 years before becoming a Senior Analyst in Asset Management in 2006. In this role, she has contributed to the firm's asset management strategies for 18 years. In 2021, she advanced to the position of Senior Manager, Financial Planning & Valuation, where she has been responsible for overseeing financial planning and valuation processes for the past 3 years. Her tenure at IG Wealth Management reflects her extensive experience in the financial services sector.

Education and Expertise

Rosa Claeys studied at Red River College from 1984 to 1986, where she earned a degree in Business Administration and Management. She furthered her education at the University of Manitoba, obtaining a Certificate in Management and Advanced Accounting. This educational background has equipped her with a solid foundation in business management and financial principles, enhancing her expertise in financial planning and valuation.

Background

Rosa Claeys is based in Winnipeg, Manitoba, Canada. Her career in the financial services industry began in 1989 when she joined IG Wealth Management. Over the years, she has developed a comprehensive understanding of financial planning and asset management, contributing to her professional growth and the success of her teams.

Achievements

Throughout her career at IG Wealth Management, Rosa Claeys has progressed through various roles, demonstrating her commitment to the organization and her field. Her advancement to Senior Manager, Financial Planning & Valuation, highlights her capabilities in managing complex financial processes and leading teams effectively.

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