Shelley Rowat, Cfp®
About Shelley Rowat, Cfp®
Shelley Rowat, CFP®, serves as the Regional Director at IG Wealth Management, where she leads a team of financial planning professionals in Prince Edward Island and Northumberland Shore, Nova Scotia. She emphasizes community support and fosters professional development within her team while building long-term client relationships.
Work at IG Wealth Management
Shelley Rowat has served as Regional Director at IG Wealth Management since 2019. In this role, she leads a team of financial planning professionals across Prince Edward Island and Northumberland Shore, Nova Scotia. Her responsibilities include overseeing the operations of her team and ensuring that they meet their professional objectives. Rowat emphasizes the importance of training and mentoring, providing support to her team members to enhance their skills and capabilities in financial planning.
Education and Expertise
Shelley Rowat holds the Certified Financial Planner (CFP®) designation, which signifies her expertise in financial planning. This certification requires a comprehensive understanding of various financial topics, including investment strategies, retirement planning, and estate planning. Her professional background equips her to guide clients through different financial stages, helping them make informed decisions tailored to their unique situations.
Background
Rowat has been actively involved in community support through her professional role. Her engagement in local initiatives reflects her commitment to giving back to the communities she serves. This involvement not only enhances her connection with clients but also strengthens the overall community fabric in the regions of Prince Edward Island and Northumberland Shore.
Achievements
As Regional Director, Shelley Rowat focuses on building long-term relationships with clients. She aims to explore the best financial planning options tailored to each client's life stage. Her leadership approach fosters an environment where her team can thrive, ultimately benefiting clients through enhanced financial guidance and support.