Curtis Dudley

Financial Consultant @IG Wealth Management

Thunder Bay, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2003 — Present

Financial Consultant @IG Wealth Management

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Investors Group Financial Services Inc. Born, raised and now permanently residing in Thunder Bay, I believe I have a unique insight to the opportunities and challenges that come with living in this great community. Personally I believe that hard work and dedication go hand in hand and the only way to accomplish your goals is to see them head on. The same can be said for putting together a financial plan. Without dedication your financial plan is less likely to meet your long-term financial goals.What attracted me to IG Wealth Management was simply the fact that IG Wealth Management is unique, in my opinion, no other financial institution can offer the whole financial planning aspect,(estate, tax, investment, retirement, insurance, and cash management planning) while providing the consistent on-going support from numerous specialists who look at each clients’ situation and from there work with consultants, as a team, to put together a concise financial plan. What this means to IG Wealth Management clients is that they benefit from having industry experts review their current financial situation and develop a plan to meet their goals and concerns in life.The commitment I have to each client is that I will dedicate my time to educate, inform, and respect each clients\' needs and wants and I will put it in writing.

SKILLS

InvestmentsRetirement PlanningEstate Tax PlanningDisability InsuranceRetirementStrategic Financial PlanningMortgage PlanningFinancial PlannersStrategic PlanningPersonal Tax PlanningCritical Illness InsuranceCritical IllnessSmall BusinessBankingCustomer ServiceLife InsuranceFinanceTime ManagementInsuranceCash ManagementFinancial PlanningMortgage Lending

ABOUT CURTIS DUDLEY

I take a long-term approach to planning. I believe that with a detailed plan, reviewed…

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Curtis Dudley — Financial Consultant at IG Wealth Management in Thunder Bay, ON, CA | Unifers