Sabrina Castellano Smith, Cfp, Cim, Rrc, Cea, Cpca, F CSI, Acc
About Sabrina Castellano Smith, Cfp, Cim, Rrc, Cea, Cpca, F CSI, Acc
Sabrina Castellano Smith is an Assistant Vice President at IG Wealth Management, where she has worked since 2017. She has extensive experience in financial planning and coaching, having directed national projects and authored numerous newsletters.
Work at IG Wealth Management
Sabrina Castellano Smith has served as Assistant Vice President at IG Wealth Management since 2017. In this role, she has directed a national project aimed at developing and expanding a Consultant’s team, which includes the introduction of new programs and guidelines, as well as the creation of training materials and communications since 2022. Previously, she held the position of Director of the Retiree Planning Network at IG Wealth Management from 2015 to 2017. During her tenure, she managed and delivered bi-weekly Salesforce training sessions to over 200 attendees across 10 regional offices from 2019 to 2020.
Education and Expertise
Sabrina Castellano Smith has pursued extensive education in financial planning and coaching. She studied at the Canadian Institute of Financial Planners and the Canadian Securities Institute. Additionally, she completed the Life License Qualification Program (LLQP) at the Insurance Council of Manitoba. She is currently studying at NLP Canada Training Inc. to achieve her NLP Masters Practitioner Certification. Sabrina has also achieved the Associate Certified Coach (ACC) and is in the process of obtaining the Professional Certified Coach (PCC) designation from the International Coaching Federation.
Background
Before joining IG Wealth Management, Sabrina Castellano Smith worked at TD Canada Trust for 24 years, where she held the position of Regional Sales Manager for Money-In & Direct Investing from 1991 to 2015. Her extensive experience in the financial services industry has equipped her with a strong foundation in client relations and business development.
Achievements
Sabrina Castellano Smith has authored over 15 practice management newsletters that are distributed nationwide, each receiving more than 500 views weekly. She served as the national business lead for a succession planning project from 2020 to 2021, focusing on migrating books of business and enhancing the experiences of consultants and clients. Additionally, she participated in 25 high-net-worth account acquisitions in one year, contributing to a 34% year-over-year increase in high-net-worth client acquisition.
Professional Development and Mentorship
Sabrina Castellano Smith has actively engaged in professional development and mentorship. She has participated in the Investors Group’s Leading Edge Rotational Program and has been involved with Women in Capital Markets as a mentor. She has also studied at ClientWise LLC, achieving the Certified Financial Services Coach designation, further enhancing her coaching and financial advisory skills.