Eric Muller
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
Ottawa, ON, CA
Certified Financial Planning professional (CFP). I provide comprehensive financial planning strategies to clients. Using a systematic approach, clients are each provided a personalized written financial plan with recommended step-by-step actions that allow them to achieve their financial objectives.Senior Financial ConsultantIG Wealth Management Inc, Mutual Fund Division
EDUCATION
St Andrew's International College, Spain
International General Certificate of Secondary Education
Erasmus University Rotterdam
Master of Science - MS, Business Economics
SKILLS
ABOUT ERIC MULLER
I help you in your role as an entrepreneur, executive, professional or individual with advanced financial planning strategies. The concentrated focus of my practice allows me, together with my team, to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each of my clients. Tax planning and minimization are key components of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client.After working more than 18 years in the investment banking world in Europe, the US and Canada helping companies achieve an optimal capital structure, I decided that a focus on business owners and individuals rather than large corporations was what I needed to continue to enjoy my career in the financial services industry. I am able to help clients reach their financial objectives, using my vast knowledge and experience in finance, investments and wealth creation.What can you expect from me as your financial advisor?I’m personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. I\'m dedicated to working with you to ensure you achieve your financial goals so you can relax and enjoy l••••••••@ig.ca - cell:(61••••••78
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