Timothy Szeto

Division Manager, Executive Financial Consultant @IG Wealth Management

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2008 — Present

Division Manager, Executive Financial Consultant @IG Wealth Management

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CA

Division ManagerManagement and Leadership of a team of highly-educated financial consultants and associates, including PhD graduates, Masters graduates, and Engineers.Executive Financial Consultant, Timothy Szeto Private Wealth ManagementPrivate Wealth Management for high net worth and ultra high net worth individuals, and small business corporations in the GTA.

EDUCATION

N/A

Dalhousie University

Master of Business Administration (M.B.A.)

N/A

University of Waterloo

Hon. B.A.Sc.

SKILLS

Strategic PlanningCorporate Tax PlanningWealth ManagementFinancial AnalysisSuccession PlanningManagementRisk ManagementPractice ManagementManagement ConsultingData AnalysisTime ManagementBusiness StrategyFinancial PlannersFinancial ServicesStrategic Financial PlanningBusiness Process ImprovementBusiness AnalysisFinanceFinancial PlanningInvestments

ABOUT TIMOTHY SZETO

Timothy Szeto is a Certified Financial Planner who focuses on working with Executives and…

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Timothy Szeto — Division Manager, Executive Financial Consultant at IG Wealth Management in Toronto, ON, CA | Unifers