Robert Serra
Regional Vice President @IG Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Regional Vice President @IG Wealth Management
EDUCATION
York University
Bachelor of Business Administration (BBA)
The Wharton School
Foundatons of Wealth Management Program, 2018
ABOUT ROBERT SERRA
When most Canadian’s consider retirement, they are burdened with the following question: “Will I have enough?” I work with a team of professionals that deliver retirement income better than anyone else. It starts with building a tailored solution, synchronizing assets with debt and risk management. But what makes us unique is our ability to confirm your plan stands up. We stress test the plan against sequence of returns, longevity, and risk management to name a few. We find the experience exceeds client expectations in all cases.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.