Tamara Chiu

Tamara Chiu

Associate Consultant @ IG Wealth Management

About Tamara Chiu

Tamara Chiu is an Associate Consultant at IG Wealth Management in Burnaby, BC, where she has worked since 2017. She leverages her degree in Communications and Publishing to assist clients in managing their financial well-being and is currently pursuing the Certified Financial Planner designation.

Work at IG Wealth Management

Tamara Chiu has served as an Associate Consultant at IG Wealth Management since 2017. In this role, she operates from Burnaby, BC, and is responsible for managing client assets under the supervision of Senior Financial Consultant Sue Cheung. Her responsibilities include providing clients with clear and reliable communication regarding their financial well-being and assisting in the development of specialized financial plans.

Education and Expertise

Tamara Chiu earned her Bachelor of Arts (BA) degree from Simon Fraser University, where she studied from 2008 to 2013. Her educational background in Communications and Publishing equips her with the skills necessary to deliver effective correspondence to clients. She is currently pursuing the Certified Financial Planner designation to further enhance her expertise in financial planning.

Background

Tamara Chiu has been with IG Wealth Management for seven years, contributing her knowledge and skills to the financial consulting field. Her role as an Associate Consultant involves close collaboration with clients to ensure their financial needs are met. She utilizes her educational background to provide comprehensive support in financial planning.

Achievements

While specific achievements are not detailed, Tamara Chiu's ongoing pursuit of the Certified Financial Planner designation indicates her commitment to professional development in the financial sector. Her role at IG Wealth Management reflects her dedication to managing client assets effectively and assisting in the creation of tailored financial plans.

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