Steven C. Wilson
About Steven C. Wilson
Steven C. Wilson is an Associate Consultant at IG Wealth Management in Newmarket, Ontario, where he has worked since 2004. He specializes in cottage succession planning and provides personalized financial solutions by collaborating with a team of experts.
Work at IG Wealth Management
Steven C. Wilson has served as an Associate Consultant at IG Wealth Management since 2004, marking 20 years in this role. He operates from Newmarket, Ontario, Canada, where he focuses on providing clients with informed investment strategies. His commitment to keeping clients updated on changes in the financial services industry supports their decision-making processes.
Education and Expertise
Steven C. Wilson studied at Humber College, where he completed a two-year program in Journalism from 1975 to 1977. His educational background supports his ability to communicate effectively with clients. He specializes in cottage succession planning, assisting clients in managing the transfer of family cottages to the next generation, which requires both financial acumen and a deep understanding of family dynamics.
Background
Before joining IG Wealth Management, Steven C. Wilson worked as a Category Manager at Canadian Tire from 1987 to 2003 for 16 years. His experience in retail management provided him with valuable insights into consumer behavior and market trends. Additionally, he volunteered at Habitat for Humanity York Region from 2006 to 2012, contributing to community development and social responsibility initiatives.
Client Services and Solutions
In his role as an Associate Consultant, Steven C. Wilson emphasizes personalized client services. He collaborates with a team of qualified financial experts to offer tailored solutions in investment, tax, and retirement planning. This collaborative approach ensures that clients receive comprehensive support in their financial planning efforts.