Timothy Szeto, MBA Cfp Clu Cim Ciwm Chs F CSI
About Timothy Szeto, MBA Cfp Clu Cim Ciwm Chs F CSI
Timothy Szeto is a Division Manager and Senior Financial Consultant at IG Wealth Management, where he has worked since 2008. He specializes in private wealth management for high net worth individuals and leads a team of 17 financial consultants in the Greater Toronto Area.
Work at IG Wealth Management
Timothy Szeto has been serving as Division Manager and Senior Financial Consultant at IG Wealth Management since 2008. He has accumulated 16 years of experience in this role, based in the Toronto, Canada Area. In his position, he specializes in private wealth management, catering to high net worth and ultra high net worth individuals, as well as small business corporations. Szeto manages a team of 17 financial consultants and associates, which includes professionals with advanced degrees such as PhDs and Masters.
Education and Expertise
Timothy Szeto holds an Hon. B.A.Sc. from the University of Waterloo, where he majored in Systems Design Engineering with a minor in Economics and an option in Management Sciences and Biomechanics. He also earned a Master of Business Administration (M.B.A.) from Dalhousie University, specializing in Financial Services. His expertise encompasses holistic wealth management, corporate tax planning, business succession planning, inter-generational wealth transfer, risk management, and practice management.
Background
Before joining IG Wealth Management, Timothy Szeto worked as a Research Engineer at Sunnybrook Health Sciences Centre from 2006 to 2008 in the Toronto, Canada Area. This role contributed to his analytical skills and understanding of complex systems, which he later applied in the financial services sector.
Client Focus and Approach
Timothy Szeto offers a unique approach to financial planning aimed at helping executives and business owners achieve financial freedom. He focuses on assisting clients in avoiding market downturns and protecting their life savings by identifying primary risks associated with retirement. His strategies are designed to provide tailored solutions for individual client needs.