Semra Albayrak
Senior Financial Consultant, Cfp, Clu, Mfa-p @IG Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Senior Financial Consultant, Cfp, Clu, Mfa-p @IG Wealth Management
IG Wealth Management Inc. Mutual Fund Division- Provide personal and complete financial advice to individuals and corporate clients to help them make wise decisions in order to achieve their financial goals- Prepare comprehensive financial plan for clients in the following areas:• Risk Management Planning: Disability, Critical Illness, Life and Long-Term Care insurance • Retirement Lifestyle Planning: RRSP, Spousal RRSP, TFSA, Non-Registered Accounts, LIRA, Corporate Accounts,• Estate (Legacy)Planning: Trusts, Wills, Power of Attorneys, Final Taxes and Probate Fees• Tax Planning: Income Splitting Strategies, Tax Deferral, Tax Minimization, Tax efficient retirement income • Investment Planning: Investment Protection/ Market, Interest, Dividend, Capital Gains, Leverage strategy• Cash Management: Mortgage Planning, Loan Planning, Budgeting
SKILLS
ABOUT SEMRA ALBAYRAK
With over 18 years as a Senior Financial Consultant at IG Wealth Management, I specialize…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.