Ted Williams Cpa Ca Alberta Financial Advisor
About Ted Williams Cpa Ca Alberta Financial Advisor
Ted Williams is an Associate Consultant at IG Wealth Management in Calgary, Alberta, with extensive experience in financial planning and tax strategies. He specializes in helping professionals and business owners develop comprehensive financial plans and offers complimentary reviews of their financial situations.
Work at IG Wealth Management
Currently, Ted Williams serves as an Associate Consultant at IG Wealth Management, a position he has held since 2010. In this role, he focuses on providing tailored financial planning advice to clients. His expertise includes developing tax-advantaged wealth strategies and conducting complimentary reviews of clients' financial situations. Williams emphasizes tax minimization, asset allocation, and risk protection in his consultations.
Previous Experience at TSX Venture Exchange
Ted Williams worked at the TSX Venture Exchange as the Manager of Listed Issuer Services from 2007 to 2010. During his three years in this role, he operated from Calgary, Alberta, where he was responsible for managing services related to listed issuers. This experience contributed to his understanding of financial markets and regulatory environments.
Professional Background at PriceWaterhouseCoopers
Before his tenure at the TSX Venture Exchange, Ted Williams was an Audit Manager at PriceWaterhouseCoopers from 1987 to 1992. His five years in this position in Calgary, Alberta, provided him with significant experience in auditing and financial consulting, further enhancing his financial expertise.
Education and Expertise
Ted Williams studied at the University of Alberta, where he earned a Bachelor of Commerce (B.Comm) degree from 1976 to 1980. He furthered his education at the Institute of Chartered Accountants of Alberta, achieving his Chartered Accountant (CA) designation from 1980 to 1983. In addition to his accounting qualifications, he holds an insurance license, which complements his financial planning expertise.
Financial Planning Seminars
Ted Williams actively engages in providing financial planning advice through seminars, including lunch and learn sessions. These educational initiatives allow him to share his knowledge on building comprehensive financial plans, particularly focusing on strategies that assist professionals and business owners in achieving their financial goals.