Michael Parson

Executive Financial Consultant, Parson & Associates @IG Wealth Management

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

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WORK HISTORY

Nov 1998 — Present

Executive Financial Consultant, Parson & Associates @IG Wealth Management

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Investors Group Financial Services Inc.Having been through several market cycles, clients expect me to be proactive in my advice and regular contact about their financial situation. In today\'s marketplace, it has never been more important to have a comprehensive written financial plan. It\'s the road map to success and provides comfort and clarity in these volatile times.My team takes the time to understand your own personal goals and concerns, in an effort to provide you with a unique plan. Through our regional office, we have access to some of the best specialists in our industry in our advanced financial planning department, waiting to help with complex tax and estate planning questions.

EDUCATION

2003 — 2005

FP Canada

CFP (CERTIFIED FINANCIAL PLANNER designation)

N/A

University of Guelph

Economics

SKILLS

LeadershipFinancial PlanningCustomer ServiceStrategic PlanningFinancial AnalysisEstate PlanningIndividual LifeWealth ManagementFixed IncomeRrspRetirementStrategic Financial PlanningEducation FundingFinanceBusiness PlanningInvestment StrategiesMutual FundsOptionsRetirement PlanningCoachingWealthInsuranceFinancial ModelingInvestmentsManagerial FinanceFinancial Advisory

ABOUT MICHAEL PARSON

Executive Financial Consultant, Parson & Associates Private Wealth Management

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Michael Parson — Executive Financial Consultant, Parson & Associates at IG Wealth Management in Guelph, ON, CA | Unifers