Dan Scepanovic
Executive Financial Consultant at Ig Wealth Management @IG Wealth Management
Burlington, ON, CA
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 1991 — Present
Executive Financial Consultant at Ig Wealth Management @IG Wealth Management
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IG Wealth Management Inc. Mutual Fund DivisionI am a CFP (Certified Financial Planner) professional.20+ years in the financial planning industry.Managed and trained consultants as a Regional Division Director for 16 years.Currently looking for Canadians who are seeking professional advice.
EDUCATION
1987 — 1990
McMaster University
B.A.
1991 — 1993
Financial Planners Standards Council of Canada
Certified Financial Planner designation
SKILLS
Certified Financial PlannerFinanceRetirementStrategic Financial PlanningMutual FundsEstate PlanningFinancial AnalysisInvestment StrategiesCritical IllnessPersonal FinanceWealthInsuranceWealth AccumulationFinancial PlannersFinancial AdvisoryTaxFinancial PlanningWealth ManagementInvestmentsRetirement Planning
ABOUT DAN SCEPANOVIC
My team at Scepanovic & Associates builds and monitors financial plans for people who are…
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