Mitchell Murray

Certified Financial Planner @IG Wealth Management

Fort Erie, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2019 — Present

Certified Financial Planner @IG Wealth Management

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St Catharines, ON, CA

IG Wealth Management Inc. Mutual Fund DivisionAs a Consultant at IG Wealth Management, my objective is to help you achieve true financial well-being. At IG we recognize that you have ever-changing needs and goals, which require a financial plan that evolves with you - an IG Living Plan. We apply a synchronized approach to financial planning that adapts and changes with you so that you can embrace all of life\'s possibilities. This involves managing cash flow, maximizing business success, preparing for the unexpected, planning for major expenditures, sharing wealth, and optimizing your retirement. The goal is to help you make better financial decisions and incorporate a financial plan so you can live the life that you desire.

EDUCATION

2010 — 2015

Goodman School of Business at Brock University

Bachelor of Business Administration (Honours) Coop, Finance

SKILLS

Microsoft OfficeMicrosoft WordCalculusStatistical Data AnalysisAccessTeam BuildingFinancial StatementsSpreadsheetsHospitalityData AnalysisInventory ManagementWindowsFood & BeverageSocial NetworkingRestaurantsFinancial AnalysisPinnacle StudioCustomer ServiceForecastingPowerpointAnalysisTeam LeadershipFacebookMicrosoft ExcelSocial MediaProject PlanningData EntryCritical ThinkingCitrixTime ManagementManagementOperations ManagementLeadershipProcess SchedulerTeam ManagementOutlookSalesTeamwork

ABOUT MITCHELL MURRAY

Certified Financial Planner at IG Wealth Management

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