Luke Nelson

Certified Financial Planner @IG Wealth Management

Toronto, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Oct 2007 — Present

Certified Financial Planner @IG Wealth Management

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Toronto, CA

Helping Canadians achieve their financial objectives with comprehensive Financial Plans.Areas of expertise include: Wealth Management, Retirement, Tax Planning, Insurance Advice (Life, Critical Illness, Disability, Long Term Care), Mortgage Planning and Estate Planning.IG Wealth Management Inc. Mutual Fund Division

EDUCATION

N/A

Financial Planners Standards Council

Certified Financial Planner professional (CFP)

N/A

CSI

Professional Financial Planning Course

N/A

CSI

Canadian Securities Course

N/A

McGill University

Bachelor of Science (BSc)

SKILLS

Financial PlanningWealth ManagementRetirement SavingsPensionsIncome ProtectionLong-Term CareFinancial PlannersEstate Tax PlanningFixed AnnuitiesStrategic Financial PlanningTax PlanningRisk ManagementSegregated FundsInvestment StrategiesWealthInvestment AdvisoryFinancial AdvisoryInvestmentsWealth AccumulationInsurance PlanningPersonal FinanceDisability InsuranceLife InsuranceEstate PlanningRetirementRetirement PlanningMutual FundsCritical IllnessFinance

ABOUT LUKE NELSON

Many Canadians think they have a financial plan. This plan often exists only in their…

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