Andy Glavac

Senior Executive Financial Consultant @IG Wealth Management

Welland, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2019 — Present

Senior Executive Financial Consultant @IG Wealth Management

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EDUCATION

1974 — 1975

Niagara College

Retail Management

1997 — 1999

Financial Planners Standards Council

CFP designation

SKILLS

Wealth AccumulationSmall BusinessDisability InsuranceHigh Net Worth IndividualsFinanceCritical IllnessRetirement PlanningWealth Management ServicesRetirement IncomeWealth ManagementRisk ManagementRetirement SavingsPortfolio ConstructionAsset ManagementIndependent Insurance RepresentativeEstate PlanningAsset AllocationIncome ProtectionInvestmentsFinancial PlannersAnnuitiesLong Term CareFixed AnnuitiesInvestment StrategiesPersonal Financial PlanningStrategic Financial PlanningPersonal FinanceRetirement Income StrategiesMutual FundsPortfolio ManagementRetirementInvestment AdvisoryFinancial PlanningTerm Life InsuranceInsuranceFinancial ServicesPensionsTaxWealthSecurities

ABOUT ANDY GLAVAC

I am a business owner and live in your world and I understand your challenges. Let me look after your financial planning so you can look after your business. We do it for you so you don\'t have to. With 35 years in financial services I have lots of experience helping to build wealth for Canadians. I am looking to work with business owners and people over 40. With a Certified Financial Planner designation (CFP) and an Elder Planning Councelor designation (EPC) I can add additional value in planning with you for your future. Financial planning is the key to financial success. Together you an I will use The IG Living Plan™ to create your road map for your financial success and well-being. Contact me today to begin your plan. I am an active member of The Rotary Club Of Fonthill, past Board Member for the Niagara Peninsula Children\'s Centre Foundation. I have a passion for photography, travel, food and wine.

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Andy Glavac — Senior Executive Financial Consultant at IG Wealth Management in Welland, ON, CA | Unifers