Dana Johnson
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
I am proud to be part of a team that consistently leads the way at comprehensive financial planning due to the intense commitment we have to teaching our clients first so that they can say YES or NO to those important Financial Wellbeing questions without hesitation.For our clients we have a “Living Plan” that is flexible and addresses the retirement, risk, cash flow, tax, investment, education and the estate planning needs of Canadian families. To deliver the “Living Plan” effectively, we have three levels of experts working together to give our clients the most comprehensive snapshot of where they are today and how we can help get them to where they want to be.My goal is to work with you to create a level of success and peace of mind that you have never dreamed possible.Connect with me now to find out about how I can help you attain your financial wellbeing goals and peace of m••••••••@igpwm.ca40••••••76
EDUCATION
IFSE Institute
Certified Financial Planner
SIAST - Palliser Campus
Business Administration
IFSE Institute
Exchange-Traded Funds Course
SKILLS
ABOUT DANA JOHNSON
I am privileged to be part of a team that consistently sets the standard at IG Wealth Management Inc, Mutual Fund Division nationally. Our unwavering dedication to delivering personalized and comprehensive Wealth Planning solutions ensures that our clients enjoy peace of mind, allowing them more time for family, business, hobbies, and outdoor pursuits. We offer a dynamic \"Living Plan\" that is adaptable and tailored to each client\'s unique needs, addressing retirement, risk management, cash flow, tax, investment, and estate planning requirements for Canadian families. Contact me today to explore your current opportunities or to receive a second opinion!D••••••••@igpwm.ca40••••••76
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