Tony Cassar Cfp,Clu,Rrc
About Tony Cassar Cfp,Clu,Rrc
Tony Cassar is a Division Director at IG Wealth Management, specializing in retirement planning and risk management for clients. He has over 29 years of experience in the field, focusing on helping individuals and business owners navigate their financial futures.
Work at IG Wealth Management
Tony Cassar has been serving as Division Director at IG Wealth Management since 1995, marking 29 years of experience in the financial services industry. He operates from the Headwaters Office in Orangeville, Ontario. In his role, he focuses on helping clients identify primary risks associated with retirement and structures comprehensive processes to mitigate the impact of market downturns. Cassar's work includes providing tailored solutions for retirement-focused individuals and business owners, ensuring they have clarity and peace of mind regarding their financial futures.
Education and Expertise
Tony Cassar studied at Georgian College from 1984 to 1986, where he gained foundational knowledge relevant to his career in financial planning. His expertise is further enhanced by his designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC). This educational background and professional training equip him to assist clients at various life stages in exploring the best financial planning options.
Background
Cassar has dedicated a significant portion of his career to supporting consultants in achieving their professional goals. He oversees training programs, offers mentoring, and encourages community involvement among his colleagues. His commitment to professional development reflects his understanding of the importance of continuous learning in the financial services sector.
Client Relationship Focus
Tony Cassar emphasizes the importance of long-term relationships with clients. He helps individuals and business owners navigate their financial planning options at each stage of life. His unique approach to retirement planning is particularly beneficial for pre-retirees, professionals, and business owners, as he aims to provide tailored solutions that meet their specific needs.