Carol Doolan
Senior Consultant @IG Wealth Management
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WORK HISTORY
Senior Consultant @IG Wealth Management
Waterdown, ON, CA
As a Senior Consultant with IG Wealth Management Inc, Mutual Fund Division, I am dedicated to developing customized financial plans tailored to the dreams and goals of my clients.To maximize our services, I offer: Complex Financial Planning Insurance Assessment Tax & Estate Planning InvestmentsKeeping current with trending market changes and opportunities, I also provide financial planning monitoring ensuring continued compliance with the needs of clients.
EDUCATION
ACCA
Chartered Accountant (UK), Accounting
Edinburgh Business School, Heriot-Watt University
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of the West Indies, St. Augustine Campus
Post Graduate Diploma in Management Information Systems, Management Information Systems, General
St Augustine Girls High School
Advanced Level Certificate, Biology, Math, Chemistry
SKILLS
ABOUT CAROL DOOLAN
I am a Senior Consultant with IG Wealth Management Inc. with expertise in working with…
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