Usman Jamal

Experience

• 

  IG Wealth Management

  Nov 2016 - Jan 2021

  Investors Group Financial Services Inc. As a financial advisor, I help clients get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas; Investment, Retirement, Mortgage, Estate, Tax and Insurance Planning.

  • Consultant

    Nov 2016 - Jan 2021

  • Consultant

    Nov 2016 - Nov 2016
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  RFL Wealth Management

  Feb 2021 - now

  Operations Manager

  Represent RFL Wealth Management’s commitment to empowering medical professionals with financial strategies tailored to their unique needs.Support initiatives that help clients achieve tax-efficient retirement planning, education savings, and estate planning.Collaborate on outreach efforts, including educational campaigns, dinner seminars, and webinars designed to provide actionable insights for medical professionals.Advocate for RFL’s values of family, balance, and legacy, ensuring every interaction reflects our mission of financial peace. Show less