Jay Llewellyn
Senior Financial Consultant, Ig Private Wealth Management @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant, Ig Private Wealth Management @IG Wealth Management
Hamilton, ON, CA
I have helped families and business owners with their finances since 1997. I take pride in constantly improving my financial education and in order to provide clients with up to date advice and information, I have obtained the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Thorough and innovative, I meet the needs of high net worth individuals, successful professionals, business owners, and retirees. I place a focus on retirement and estate planning, as well as Comprehensive Financial Planning for individuals and businesses in Ontario. Through my personal commitment and dedicated professionalism, I am able to build a solid base of satisfied clients. Long- term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which I operate, and I place a great value on honesty and openness and display these qualities with clients on a day to day.
EDUCATION
DeGroote School of Business - McMaster University
Not for Profit Governance
Carleton University
BA, Geography and Economics
SKILLS
ABOUT JAY LLEWELLYN
At Llewellyn and Associates Private Wealth Management, we take a solutions based approach…
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