Ryan Waszczuk, Cfp, Cim, Clu, Rrc, B.A Finance
About Ryan Waszczuk, Cfp, Cim, Clu, Rrc, B.A Finance
Ryan Waszczuk is a Division Director and Senior Financial Consultant at IG Wealth Management, specializing in tax, investment, retirement, insurance, and estate planning for medical professionals, legal professionals, business owners, and accountants. He holds a Bachelor of Arts in Finance from The University of Western Ontario and multiple financial designations, including CFP, CIM, CLU, and RRC.
Work at IG Wealth Management
Ryan Waszczuk has been employed at IG Wealth Management since 2010, where he serves as Division Director and Senior Financial Consultant. In this role, he focuses on various aspects of financial consulting, including tax planning, investment planning, retirement planning, insurance planning, and estate planning. His work involves advising clients on effective wealth management strategies, particularly targeting medical professionals, legal professionals, business owners, and accountants.
Education and Expertise
Ryan Waszczuk earned a Bachelor of Arts in Finance from The University of Western Ontario, completing his studies from 2007 to 2011. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC). His educational background and certifications contribute to his expertise in tax-efficient wealth creation and investment planning.
Background
Before joining IG Wealth Management, Ryan Waszczuk worked at Symcor as an Assistant Project Manager in Financial Services from 2008 to 2010. This role provided him with foundational experience in financial services, which he has since built upon in his current position. His career trajectory reflects a commitment to advancing his knowledge and skills in the financial consulting field.
Achievements
Ryan Waszczuk conducts educational financial planning seminars aimed at helping Canadians enhance their wealth. His seminars focus on various financial topics, providing valuable insights and strategies for effective wealth management. Additionally, he emphasizes the use of family wills and trusts as part of his wealth protection strategies, showcasing his comprehensive approach to financial consulting.