Daniel Wan

Executive Financial Consultant @IG Wealth Management

Calgary, AB, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

May 2006 — Present

Executive Financial Consultant @IG Wealth Management

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Calgary, AB, CA

IG Wealth Management Inc, Mutual Fund Division

EDUCATION

2001 — 2005

University of Calgary

Bachelor of Commerce, Finance Major

SKILLS

Retirement SavingsFinancial PlanningInsurance PlanningMutual FundsRisk ManagementCritical IllnessPersonal FinanceFinancial AdvisoryIncome ProtectionWealth ManagementWealthAsset ManagementWealth AccumulationRetirementStrategic Financial PlanningInvestment AdvisoryInvestment StrategiesInvestmentsEstate PlanningPensionsInvestment ManagementFixed AnnuitiesFinancial PlannersRetirement Planning

ABOUT DANIEL WAN

Experienced Executive Financial Consultant. Working with executives, professionals, and retirees our team focus in being able to bring a holistic perspective, providing guidance through the intricacies of our current financial economic landscape. Going beyond product which has littered and suffocated the Canadian markets, with our team of specialists we provide strategies to propel and bring synergy and clarity to our clients Financial Picture.

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