Tristan Syrett, Cfp®
About Tristan Syrett, Cfp®
Tristan Syrett, CFP®, is an Associate Consultant at IG Wealth Management, where he has worked since 2017. He previously served as a Consultant at the same firm from 2014 to 2017 in Toronto, Ontario.
Work at IG Wealth Management
Tristan Syrett has been employed at IG Wealth Management since 2014. He initially served as a Consultant from 2014 to 2017, where he gained valuable experience in financial planning and client management in Toronto, Ontario. In 2017, he transitioned to the role of Associate Consultant, a position he has held for the past seven years. In this capacity, he continues to provide financial advice and support to clients in the Toronto, Canada Area.
Professional Experience
Tristan Syrett's professional journey at IG Wealth Management spans over nine years. His experience as a Consultant laid the foundation for his current role as Associate Consultant. Throughout his tenure, he has developed skills in financial consulting, client relations, and strategic planning, contributing to the overall success of his team and the satisfaction of his clients.
Education and Expertise
Tristan Syrett holds the Certified Financial Planner (CFP®) designation, which signifies his expertise in financial planning. This certification requires a comprehensive understanding of financial principles, investment strategies, and client management. His educational background and professional training support his role in providing informed financial advice to clients.
Background
Tristan Syrett is based in the Toronto, Canada Area. His career at IG Wealth Management began in 2014, and he has remained with the organization since then. His continuous employment reflects his commitment to the financial services industry and his focus on helping clients achieve their financial goals.