Wes Beharrell
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
254 Pall Mall St. London, ON, CA
EDUCATION
Advocis
LLQP License
Financial Planning Standards Council
FPSC Registered Candidate
CIFP
Certified Financial Planning professional
Fanshawe College
Manufacturing Engineering Technology
IFSE
Branch Manager Certification
SKILLS
ABOUT WES BEHARRELL
Certified Financial Planner professional (CFP); Licensed in Mutual Fund and Insurance Sales; Life Licensed I believe in empowering High and Ultra High Net Worth clients to achieve financial security and peace of mind. By providing comprehensive and strategic financial planning, I help my clients navigate the complexities of wealth management and secure their financial future. Through a meticulous and personalized approach, I integrate financial, investment, tax, and estate planning strategies. My focus is on reducing tax liabilities and safeguarding wealth, ensuring that every aspect of my clients’ financial lives is optimized for long-term success. As a Financial Advisor with IG Wealth Management Inc, I offer bespoke financial solutions tailored to the unique needs of High and Ultra High Net Worth individuals. My expertise and dedication ensure that my clients receive the highest level of service and achieve their financial goals with confidence.
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