Paul R. Vaillancourt
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
CA
IG Wealth Management Inc, Mutual Fund DivisionPaul has established a solid track record as one of IG Wealth Management\'s top-performing financial planners. Paul is proud to have built a successful 32-year career at IG, where he has prepared thousands of comprehensive financial plans, delivering positive results for families in Ottawa-Gatineau and Eastern Ontario. Paul has grown one of the largest book of business with IG Wealth Management in Canada. To serve clients – about 400 families - Paul has built an experienced and highly competent team. While his business has grown significantly, Paul retains a warm, personal approach to financial planning that is at the root of his success.Paul and his team have implemented client servicing and appreciation programs unparalleled in this industry, resulting in numerous quality client referrals every year.
EDUCATION
Certified Divorce Financial Analyst
CDFA
University of Ottawa
Bachelor's Degree, Honors Bachelor of Commerce - Finance Major
The Canadian Institute of Financial Planning
Registered Retirement Consultant (RRC)
Financial Planning Standards Council
CFP (Certified Financial Planner professional), Personal Financial Planning Certification
Chartered Life Underwriter
CLU, Specialist in Estate Planning
Canadian Institute of Certified Executor Advisors
Certified Executor Advisor (CEA)
SKILLS
ABOUT PAUL R. VAILLANCOURT
At IG Private Wealth Management, we know that today, good financial advice is more important than ever.We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
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