Shelley Lazenby
About Shelley Lazenby
Shelley Lazenby serves as the Division Director at IG Wealth Management in Grande Prairie, Alberta, where she has worked since 2000. She specializes in creating comprehensive financial plans using various investment vehicles and focuses on building long-term relationships with clients, particularly business owners and retirees.
Work at IG Wealth Management
Shelley Lazenby has been a Financial Consultant at IG Wealth Management since 2000, accumulating 24 years of experience in Grande Prairie, Alberta. She has served as Division Director since 2007, holding this position for 17 years. In her role, she facilitates a mentorship and support program for new consultants, helping them integrate into the company and develop their skills. Lazenby focuses on building long-term relationships with clients, guiding them through various financial options tailored to different life stages.
Education and Expertise
Shelley Lazenby completed her secondary education at Fairview High School in Fairview, Alberta. She furthered her education at Grande Prairie Regional College, where she achieved a General Studies qualification. Lazenby also studied at the Financial Planning Standards Council (FPSC) to obtain her Certified Financial Planner (CFP) designation. This educational background equips her with the knowledge to utilize a variety of investment vehicles, mortgage planning, and insurance planning in her practice.
Background
Shelley Lazenby has dedicated her career to financial consulting, primarily at IG Wealth Management in Grande Prairie, Alberta. With over two decades of experience, she has developed a strong understanding of the financial needs of her clients, including business owners and pre-retirees/retirees. Her focus on creating detailed living plans allows her to address the unique financial situations of individuals at different life stages.
Achievements
Shelley Lazenby has played a significant role in mentoring new consultants at IG Wealth Management, contributing to their professional development and the overall growth of the firm. Her long tenure in the financial consulting field demonstrates her commitment to her clients and her expertise in maximizing retirement plans for business owners and retirees.