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Kuthan Erginbilgic - MBA, CFP, RRC

Kuthan Erginbilgic - MBA, CFP, RRC

Marketing Director

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location of Kuthan Erginbilgic - MBA, CFP, RRCToronto, Ontario, Canada

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  • Timeline

  • About me

    Certified Financial Planner at IG Wealth Management

  • Education

    • University of Wisconsin-Milwaukee

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

    • Robert College

      -
      High School Diploma

      Activities and Societies: Captain of the basketball squad

    • Boğaziçi University

      -
      B.A. Business Administration

  • Experience

    • Unilever

      Sept 1984 - Sept 1997
      Marketing Director

    • Citi

      Oct 1997 - Feb 2000
      Senior VP - Marketing (Citibank Consumer Bank)

      In charge of Investments, Credit Cards, Consumer Loans and Banking Products as well as Communications & Advertising as Head of the Marketing Department, and Executive Board Member

    • IG Wealth Management

      Aug 2012 - now
      Certified Financial Planner

      Do you have a clear understanding of your goals in life?.. And a Plan to achieve them?.. Fully understand the complex legal framework as well as the opportunities available to you in order to devise sound financial strategies? i.e. how do you get out of your debt quickly; save on your taxes capitalizing on effective tax planning strategies, and build your wealth investing smartly for a secure future?

  • Licenses & Certifications

    • RRC - Registered Retirement Consultant

      CIFP - Canadian Institute of Financial Planning
      Mar 2015

    • CFP - Certified Financial Planner

      Financial Planning Standards Council (FPSC)
      Sept 2015

  • Honors & Awards

    • Awarded to Kuthan Erginbilgic - MBA, CFP, RRC
      Certificate Of Achievement - Insurance Planning (2015) Investors Group Financial Services Inc. Apr 2016 In recognition of "helping the clients protect their interests through insurance planning".
    • Awarded to Kuthan Erginbilgic - MBA, CFP, RRC
      Certificate Of Achievement - Investment Planning (2015) Investors Group Financial Services Inc. Apr 2016 In recognition of "commitment to helping clients consolidate their assets within a comprehensive financial plan".
    • Awarded to Kuthan Erginbilgic - MBA, CFP, RRC
      The Financial Planner of the Year - Toronto Yorkdale (2015) Investors Group Financial Services Inc. - Yorkdale Region Jan 2016 Based on overall achievements of all Consultants in the Region (2015)
    • Awarded to Kuthan Erginbilgic - MBA, CFP, RRC
      Regional New Consultant of the Year (2013) Investors Group Financial Services Inc. - Yorkdale Region Jan 2014 Based on overall achievements of all new consultants in the region