Brandon Bailey
Consultant @IG Wealth Management
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WORK HISTORY
Consultant @IG Wealth Management
Our team creates financial and life plans, that help people realize their dreams and goals, and then we provide them with the tools to help them get there. We change people\'s lives through providing proper financial solutions, and holistic planning using six disciplines:1. Cash Management2. Tax Planning3. Investment Planning4. Insurance Planning5. Estate Planning6. Retirement PlanningIn simple terms, We help people create the lives they want to live, by showing them strategies on how to get there the most efficient way possible. IG Wealth Management
EDUCATION
Business career college
Certified Financial Planner - CFP, Financial Planning and Services
Business career college
Chartered Life Underwriter - CLU, Finance and Financial Management Services
Mount Royal University
Bachelor of Business Administration (BBA), General managment
Mount Royal University
Bachelor of Business Administration (BBA), small business entreprenuership
SKILLS
ABOUT BRANDON BAILEY
Operating as an Executive Financial Consultant over a decade helping Canadian business owners, professionals, and high net worth families. We are offering quality holistic financial planning services with a customized approach to help people realize and achieve their goals and obtain financial freedom. We always strive for excellence.Our vision is to improve client\'s financial well-being through 6 pillars of financial planning and help them achieve their financial and personal goals.Our mission is to inspire financial confidence that provides peace of mind.Our unique value to the market is that we have a team approach, and are always expanding our knowledge, so clients will receive the most current and accurate advice, which will help them succeed to reach their goals. We are committed to building, long-standing relationships based on trust, and common goals. We promise to provide every client a complete, thorough, and comprehensive quality financial plan based on their needs, which can allow them to live a stress-free life and use their valuable time to pursue what they are passionate about and achieve their best life.
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