Evan Inglis
Executive Financial Consultant @IG Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Executive Financial Consultant @IG Wealth Management
Calgary, AB, CA
My role as an Executive Financial Consultant is that of a comprehensive and holistic financial planner. It offers me the privilege of continuing with my reason for beginning in financial services in the first place, and that\'s to help hard working Calgarians and Albertans, plain and simple. Having a personalized financial plan has never been more important. The work that we do with clients shows the importance of having not just a financial plan, but a process and personal touch. Every day I’m thankful that I have the opportunity to work with great clients, and help them to take the necessary steps to secure their financial futures. Our areas of focus include- Detailed Financial Planning and Projections- Customized Investment Planning- Retirement Planning and Cash Flow Planning- Debt Consolidation, Refinancing and Repayment Strategies- Estate Planning and Tax Planning- Planning for Business Owners If you, or anyone you know could benefit from our services, please don\'t keep us a secret. Sometimes the first step can be the toughest; I would be pleased to have the chance to get to know one another, if only to see if we have a good fit to move forward. Finance is an emotional subject, and sometimes it’s easier for us to let things slide or put it off to another day. So, the purpose of this introduction is to take the pressure off – no formal meetings, no obligation, and the chance to look at what comprehensive financial planning really entails.
EDUCATION
Royal Roads University
BComm
Southern Alberta Institute of Technology
Marketing
ABOUT EVAN INGLIS
Most Canadians don’t have a financial plan because they’ve never been given one. The industry’s bar is too low, and I’m changing that, one client at a time.I believe financial planning should be about more than just numbers, it should be about your life, your values, and your goals. My approach is designed to bring clarity, confidence, and peace of mind, ensuring that every decision supports your long-term success.Here’s how I do it: Your Goals and Values First: Money is a tool to build the life you want. Steady, Proactive Guidance: We don’t react, we plan ahead. Clarity and Simplicity: No jargon, no confusion. Just clear, actionable advice. Long-Term Focus: The market moves, but your financial foundation stays strong.Ready to take control of your financial future? Reach out to me at e••••••••@ig.ca and I’ll give you a free financial plan before you commit to working together.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.