David Gallagher

Associate Consultant @IG Wealth Management

Ottawa, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Associate Consultant @IG Wealth Management

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Ottawa, ON, CA

IG Wealth Management Inc, Mutual Fund DivisionWith a wealth of experience as a life insurance advisor, I am thrilled to embark on a new role as an Associate Consultant at IG Wealth Management. Throughout my career, I have been dedicated to helping clients protect their assets and secure their financial future. I excel in providing personalized insurance solutions tailored to each client\'s needs and goals. Joining IG Wealth Management allows me to expand my services and offer comprehensive financial planning to clients. I am committed to leveraging my knowledge and skills to deliver exceptional results and build lasting relationships.

EDUCATION

2003 — 2005

Laurentian University/Université Laurentienne

Bachelor, Physical & Health Education

2000 — 2003

Cambrian College

Honours Diploma in Business Management, Physical Fitness and Leisure Management

SKILLS

InvestmentsWealth ManagementDisability InsuranceInsuranceTerm Life InsurancePermanent Life InsuranceEmployee BenefitsEstate PlanningLife InsuranceWhole Life InsuranceRetirementCustomer ServiceRetirement SavingsStrategic Financial PlanningKey Person InsuranceRrspRetirement PlanningWealth AccumulationLong-Term CareGuaranteed Lifetime IncomeFinancial PlanningWhole LifeLong Term Care InsuranceFixed AnnuitiesFinancial Planners

ABOUT DAVID GALLAGHER

Most of the families I work with aren\'t focused on building wealth - they\'re thinking…

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David Gallagher — Associate Consultant at IG Wealth Management in Ottawa, ON, CA | Unifers