Brent Allen
IG Wealth Management
London, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@IG Wealth Management
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EDUCATION
2019
Dalhousie University
Master of Business Administration - MBA, Finance and Financial Management Services
N/A
Canadian securities institute (CSI)
Partners, Directors and Senior Officers Course
N/A
FP Canada
Certified Financial Planner (CFP)
1999 — 2003
Western University
Bachelor of Administration and Commerce Studies, Accounting and Finance
2018 — 2018
The Wharton School
Certificate - Fundamentals of Wealth Management, Behavioural Finance & Investment Fundamentals
SKILLS
Critical IllnessStrategic ConsultingFixed AnnuitiesFinancial PlanningDisability InsuranceHigh Net Worth IndividualsMutual FundsRetirement Income StrategiesAsset AllocationInsurance PlanningStrategic Financial PlanningInvestmentsRetirementSavingsFinancial AdvisoryIncome ProtectionFinancial PlannersRetirement SavingsEmployee BenefitsWealth AccumulationInsurancePensionsCertified Financial PlannerWealthFinancial ServicesWealth ManagementPersonal FinanceMortgage LendingManagementWealth Management ServicesInvestment AdvisoryInvestment StrategiesEstate PlanningPersonal Financial PlanningRetirement PlanningSegregated FundsPersonal Tax PlanningManagerial ExperienceFinance
ABOUT BRENT ALLEN
Excited to lead our segmented advisory network to provide a best in class advice…
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