Donna Yocom
Regional Vice-president @IG Wealth Management
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WORK HISTORY
Regional Vice-president @IG Wealth Management
Thunder Bay, ON, CA
Investors Group Financial Services Inc. Regional Vice-President of Thunder Bay NorthwestIG Wealth Management provides personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products.
EDUCATION
University of Manitoba
Bachelor's Degree
ABOUT DONNA YOCOM
I am pleased to be the regional face and voice of IG Wealth Management, Thunder Bay Northwest, leading a dynamic team of financial professionals in our community. My role is to help our Consultants reach their full potential by facilitating a training program that is highly regarded in the Canadian financial services industry, providing ongoing support and encouragement and ultimately helping them achieve their professional goals. Our team is committed to superior service standards and the development of lasting relationships with clients and individuals looking for a rewarding career as a Consultant. Access top-rated training, institutional-class investments, plus an unparalleled team of experts to support you and your clients. IG Wealth Management is one of Canada’s leading wealth management firms. For nearly a century, we’ve prided ourselves on putting our clients’ financial well-being at the heart of everything we do. As a Consultant with us, you will have access to institutional-class investments through our partnership with third-party asset managers. We have a dedicated transition team to help you and your clients transition as seamlessly as possible. With access to products that are beyond the reach of a typical investor, you’ll provide synchronized, holistic planning that considers all aspects of our clients’ financial lives with an IG Living PlanTM. Our approach delivers tax efficient strategies that span six key dimensions of financial well-being: cash flow management; retirement planning; preparing for the unexpected; major expense planning; estate planning; and maximizing business success. Discover the benefits of being an IG Wealth Management Consultant: Personal success • Realize exceptional income potential • Grow a practice your way • Enjoy work-life balance Professional growth • Top-rated training firm in Canada • Committed to 100% of our Consultants reaching CFP designation • Supportive, community culture Comprehensive practice support • Institutional-class investment products • Full marketing and practice resources • Value-added access to advanced financial planning resources • Industry-leading technology platforms With your expertise, clients can embrace all of life’s possibilities. And with a career at IG Wealth Management, so can you. Welcome to an exciting career. Welcome Change.
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