Sandy Umpherville

Consultant @IG Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2019 — Present

Consultant @IG Wealth Management

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CA

IG Wealth Management Inc.Working to improve one\'s financial well-being through a comprehensive, holistic approach to planning, based on synchronized professional advice that lets clients embrace all of life\'s opportunities. At IG Wealth Management, we believe the best way to embrace all that life has to offer is to work with a proactive financial advisor who understands your evolving needs and goals. We will create a financial plan for you - an IG Living Plan - that adapts and changes as your life does.

EDUCATION

2015

Chartered Professional Accountants of Alberta

CPA designation

1995 — 2000

Certified General Accountants of Alberta

CGA, Accounting

2010 — 2010

Queen's School of Business

Leadership Program

2007 — 2008

Haskayne School of Business

Business Essentials Program

1993 — 1995

Southern Alberta Institute of Technology (SAIT)

Business Admin, Accounting

SKILLS

Managerial FinanceInternal ControlsAccounts PayableAccounts ReceivableGeneral LedgerInterpersonal RelationshipsRegulatory ComplianceFinancial StatementsBudgetingInterpersonal SkillsFinancial AnalysisFinancial ReportingLeadershipTeam BuildingGaapPayrollAccount ReconciliationBudgetsFinanceRegulatory AffairsAccountingFinancial AccountingCritical ThinkingProcess ImprovementStrategic Planning

ABOUT SANDY UMPHERVILLE

Sandy has a passion for health and wellness, whether physical, mental or financial. She takes the time to explore goals, financial aspirations and concerns, followed by a comprehensive analysis of your overall financial well-being. With an extensive career in the accounting profession, she embraces the philosophy of acting in the best interest of the client. Sandy is approachable and leads with empathy and care.

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Sandy Umpherville — Consultant at IG Wealth Management in Calgary, AB, CA | Unifers