Stephen Robb
Financial Consultant @IG Wealth Management
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WORK HISTORY
Financial Consultant @IG Wealth Management
Through Investors Group Financial Services Inc, delivering comprehensive, realistic and valuable financial plans for incorporated and unincorporated business owners, individuals and families to help them reach their financial and lifestyle goals, now and in the future. As part of planning, I offer advice and services on the following:* mortgage planning and banking services* debt reduction/management/cashflow* insurance planning* tax planning* retirement planning* estate planning* education planning* group benefits: medical/dental, life, disability, critical illness, retirement savingsMemberships- Financial Planning Standards Council (FPSC)- The Canadian Institute of Financial Planning (CIFP)- The Greater Moncton Chamber of Commerce- Insurance Institute of Canada
EDUCATION
Insurance Institute of Canada
Chartered Insurance Professional (CIP), Claims
Mount Saint Vincent University
Bachelor of Business Administration (B.B.A.), with Distinction, Management
Business Career College Corp.
Certified Financial Planner® Professional, Financial Planning and Services
Insurance Institute of Canada
Fellow, Chartered Insurance Professional (FCIP), with Honours, Management
SKILLS
ABOUT STEPHEN ROBB
Investors Group Financial Services Inc.A Financial Planner, my focus is on the unique taxation, retirement, estate and risk management needs of both incorporated and unincorporated business owners. With a focus on comprehensive financial planning, I also help individuals and families reach their financial goals. In addition, I provide advice and services related to group benefits for businesses, including group medical, dental, life and disability insurance, as well retirement planning for employees and managers. Representing three of Canada’s most successful group insurers, I can provide the right solution at the most competitive price.
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