Stacy Whytewood, Cfp®
About Stacy Whytewood, Cfp®
Stacy Whytewood, CFP®, serves as the Division Director at IG Wealth Management, where she has worked since 2014. She specializes in designing personalized financial plans and values client referrals as a key measure of success.
Work at IG Wealth Management
Stacy Whytewood has served as Division Director at IG Wealth Management since 2014. In this role, she is responsible for overseeing operations and ensuring the delivery of comprehensive financial advice to clients. She collaborates with regional and head office specialists to enhance client services. Her focus includes designing personalized financial plans that align with clients' strategic visions and goals. Additionally, she actively seeks to recruit dynamic individuals from diverse backgrounds to strengthen the team at IG Wealth Management, located at 1255 Main Street, Moncton, NB E1C 1H9.
Education and Expertise
Stacy Whytewood has a strong educational background in financial planning. She studied at FP Canada, where she completed her studies in Financial Planning and Services, achieving the Certified Financial Planner (CFP®) designation from 2019 to 2021. Prior to this, she earned the FPSC Level 1 Certificant from 2015 to 2018. Her educational qualifications provide her with the expertise necessary to design effective financial strategies for her clients.
Background
Stacy Whytewood completed her secondary education at New Glasgow High School from 1988 to 1991. This foundational education set the stage for her later studies in financial planning. Her career at IG Wealth Management began in 2014, and she has since developed a reputation for her client-focused approach and commitment to professional development.
Achievements
Stacy Whytewood views referrals from clients, consultants, or centers of influence as the ultimate measure of success in her role. This perspective underscores her commitment to building strong relationships and delivering value to her clients. Through her work, she has contributed to the growth and success of her division at IG Wealth Management.