Steven Paetz, Cfp, B.Mgt.
About Steven Paetz, Cfp, B.Mgt.
Steven Paetz is an Associate Consultant at IG Wealth Management in Calgary, Alberta, specializing in proactive financial advice and investment strategies. He holds a B.Mgt. in Finance from The University of Lethbridge and has over 16 years of experience in the financial services industry.
Work at IG Wealth Management
Steven Paetz has served as an Associate Consultant at IG Wealth Management since 2008. In this role, he focuses on helping clients navigate the financial services industry, ensuring they stay informed about relevant changes that may impact their investment decisions. His tenure of 16 years in this position highlights his commitment to providing clients with proactive financial advice tailored to their individual goals.
Education and Expertise
Steven Paetz holds a Bachelor of Management (B.Mgt.) degree with a focus on Finance from The University of Lethbridge, where he studied from 2005 to 2008. Additionally, he studied Accounting at Lethbridge College, earning a Business Administration qualification from 2003 to 2005. His educational background supports his expertise in investment, tax, and retirement planning, allowing him to offer specialized services in investments, insurance, and mortgage planning.
Background
Steven Paetz is based in Calgary, Alberta, where he has built his career in financial consulting. His academic journey began at Lethbridge College, followed by his studies at The University of Lethbridge. This educational foundation laid the groundwork for his professional focus on helping clients achieve their financial objectives through informed decision-making.
Achievements
Throughout his career, Steven Paetz has developed a reputation for providing proactive financial advice. He emphasizes the importance of keeping clients informed about changes in the financial services industry, which is critical for making sound investment decisions. His collaboration with a team of highly qualified financial experts enhances the services he provides to clients.