Ben Manzo
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
Etobicoke, ON, CA
IG Wealth Management Inc, Mutual Fund Division• Grew portfolio to $26M with over 55 large AUM household clients in 5 years (no client portfolio previously) • Implemented insurance & group policies, closing 5-6 cases/year• Proactively identified large/complex opportunities through scheduled meetings with business specialists• Supported a tenured consultant by building 65 financial plans in 2 months & providing coverage to their large team during absences • Onboarded large new clients through LinkedIn with investment & insurance opportunities • Managed own administration and fully digitized practice• Kept outstanding KYCs to a minimum & review them annually by prioritizing compliance
EDUCATION
Queen's University
Executive Masters of Business (MBA)
Cornell Johnson Graduate School of Management
Executive Masters of Business (MBA)
Western University
Bachelor's Degree
ABOUT BEN MANZO
As a Senior Financial Consultant at IG Wealth Management, I bring over 26 years of experience in helping business owners and professionals turn corporate earnings into personal wealth while minimizing taxes. I’ve completed Level 2 of the CFA program and hold CFP® and CIM® designations, underscoring my expertise and commitment to high ethical standards in financial planning and investment management. I specialize in developing sustainable distribution plans that clients can rely on for life, leveraging advanced wealth creation and protection strategies typically reserved for high-net-worth individuals. My focus is on growing real, after-tax wealth—what clients retain after accounting for fees, taxes, and inflation. Offering concierge-level service, I maintain clear and proactive communication, conduct regular check-ins, and collaborate closely with clients and their tax, legal, and other professional advisors. My approach ensures that each client’s financial plan, investment policy, and asset and liability strategies stay aligned with their evolving goals and priorities.
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