Allan Dawood
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
Demanding Excellence in Financial Services: A Call to Action for CanadiansAs a long-standing Financial Professional, me and my team recognize the critical need for Comprehensive Financial planning among Canadians. Unfortunately, most individuals lack a well-structured financial roadmap. Our industry bears the responsibility for this gap. We at IG have found the solution to this problem!The Challenge: Lack of Direction Too often, we encounter hardworking professional clients who have tried diligently built their futures. Yet, they find themselves without clear guidance, lacking a path to their goals. Comprehensive Financial planning remains elusive for many, despite the abundance of Financial information available today.The Solution: True Comprehensive Financial Planning Our team believes that failing to plan is tantamount to planning to fail. Canadians deserve better. Our commitment is to provide genuine comprehensive Financial planning—one that considers every aspect of an individual’s Financial life. Whether it’s minor adjustments or a full review, we are dedicated to building Financial plans that instill pride and confidence.Your Journey Starts Here Demand more from us. Let us demonstrate what true comprehensive Financial planning entails. We stand by you every step of the way, ensuring your Financial success and peace of mind.
EDUCATION
Financial Planning Standards Council
CERTIFIED FINANCIAL PLANNER professional
The Institute of Advanced Financial Education
The Institute for Advanced Financial Education, Financial Planning Fundamentals
Canadian Initiative for Elder Planning Studies (CIEPS)
EPC, Elder Planning Counselor
Southern Alberta Institute of Technology (SAIT)
Business Administration, Accounting and Finance
SKILLS
ABOUT ALLAN DAWOOD
As a Senior Financial Consultant at IG Wealth Management, I bring over 14 years of experience in delivering independent Financial advice, small business consulting, and comprehensive Financial planning. My focus lies in addressing the critical need for robust Financial strategies, empowering clients with the resources and guidance to achieve clarity and confidence in their Financial goals. Together with my team, I am devoted to creating and maintaining tailored Financial plans through IG’s six foundational pillars: Retirement planning, Tax planning, Estate planning, Investment planning, Risk Management, and Cash Flow Management. By fostering long-term client relationships, I aim to bridge the gap in Financial direction for hardworking professionals and families, with an empathetic focus on Seniors in the Community ensuring they can navigate their Financial futures with confidence and security.
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