Tara Smith Qafp, Rrc
About Tara Smith Qafp, Rrc
Tara Smith Qafp, Rrc is an Associate Consultant at IG Wealth Management in Brandon, Manitoba, specializing in financial planning for farm families. With a focus on building long-term client relationships, she utilizes a structured financial planning process to address the unique financial needs of her clients.
Work at IG Wealth Management
Tara Smith has served as an Associate Consultant at IG Wealth Management since 2014, marking a decade of experience in the financial services sector. Based in Brandon, Manitoba, she specializes in financial planning tailored specifically for farm families. Her role involves understanding the unique financial needs of these families and providing customized strategies to meet their goals. Tara employs a structured six-step financial planning process, ensuring that each client's financial strategy aligns with their individual objectives.
Education and Expertise
Tara Smith's educational background includes studies at Assiniboine Community College, where she completed a Business Administration program with a focus on Accounting from 2010 to 2012. Additionally, she attended Business Career College, where she completed the Life License Qualification Program. In 2014, she obtained her Insurance License in Life, Accident & Sickness, which further enhances her expertise in financial planning and insurance solutions.
Background
Tara Smith has a strong foundation in financial planning, particularly for agricultural clients. Her experience at IG Wealth Management has allowed her to develop a deep understanding of the financial challenges faced by farm families. This background equips her to provide relevant and effective financial advice, focusing on long-term relationship building with clients to facilitate informed financial decisions.
Financial Planning Services
Tara Smith offers comprehensive financial planning services that cover six key areas: investment, retirement, mortgage, estate, tax, and insurance planning. By addressing these critical aspects of financial management, she helps clients create holistic strategies that support their financial well-being. Her approach emphasizes collaboration with clients to ensure that their financial plans are aligned with their personal and family goals.