Shannon Engel, Cpca, Rrc
About Shannon Engel, Cpca, Rrc
Shannon Engel is an Associate Consultant at Ewert Group Private Wealth Management in Ontario, Canada, with a robust background in the financial industry. With over 14 years at IG Wealth Management, Engel specializes in developing tailored wealth-building strategies and demonstrates a strong commitment to client well-being.
Work at IG Wealth Management
Shannon Engel has a long-standing career at IG Wealth Management, beginning as a Sr. Executive Administrative Assistant from 1998 to 2007 in Halifax, NS. After a nine-year tenure, Engel transitioned to the role of Client Services Manager in Grimsby, ON, where they worked from 2007 to 2010. Since 2010, Engel has served as an Associate Consultant in the Ewert Group Private Wealth Management in Ontario, Canada. Their extensive experience at IG Wealth Management has contributed to their strong financial industry knowledge.
Education and Expertise
Shannon Engel has a diverse educational background. They studied Business Administration and Marketing at St. Mary's University, which provided foundational knowledge for their career in finance. Engel also attended Seneca College of Applied Arts and Technology, where they completed a program in Law Enforcement, specifically focusing on Police Foundations from 1990 to 1992. Additionally, Engel participated in Leadership Niagara from 2013 to 2014, focusing on inspired leadership and community engagement.
Background
Shannon Engel began their career in the financial sector with IG Wealth Management in Halifax, NS, before relocating to Ontario. Engel's professional journey includes roles that have emphasized client service and administrative support, leading to their current position as an Associate Consultant. Their career reflects a commitment to client well-being and a thorough understanding of financial strategies.
Achievements
In their role as Associate Consultant, Shannon Engel has been instrumental in developing tailored strategies for wealth building and protection. Their expertise encompasses tax and estate planning, securities, insurance protection, investment lending, and business succession. Engel is recognized for their organized approach, strong work ethic, and effective problem-solving capabilities, which have significantly contributed to their success in the financial industry.