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Joel Higgs CFP, CIM, RRC, FCSI

Financial Advisor

108 followers

Saint John, New Brunswick, Canada

Connect with Joel Higgs CFP, CIM, RRC, FCSI to Send Message

Connect with Joel Higgs CFP, CIM, RRC, FCSI to Send Message

Timeline
About me
Executive Financial Consultant IG Wealth delivering exceptional client centered financial advice
Education
- Canadian Securities Institute
  1996 - 2002
  FCSI Financial Management
  Activities and Societies: Fellowship Canadian Securities Institute
- Canadian Securities Institute
  2001 - 2001
  CIM- Certified Investment Manager
- Financial Planning Standards Council
  1999 - 1999
  CFP Financial Planning
  Activities and Societies: River Valley Ground Search and Rescue Kidney Foundation
Experience
- CIBC
  Jan 1997 - Jan 2005
  Financial Advisor
  Delivered wide variety of banking services to clients
- ScotiaMcleod
  Aug 2005 - Sept 2011
  Wealth Advisor
  Maintained and managed extensive and diverse client portfolios while continuing to broaden and expand client base. Provided a complete range of financial services encompassing investments, stocks, bonds etc.
- IG Wealth Management
  Sept 2011 - now
  Executive Financial Consultant
  Experienced Certified Financial Planner professional and investment advisor providing mortgage management and refinancing, account management, retirement planning, insurance sales, and wealth management all delivered with a focus on a personalized client first holistic approach. Investors Group Financial Services Inc.
Licenses & Certifications
- Certified Financial Planner professional
  Canadian Securities Institute (CSI)
Honors & Awards
- Awarded to Joel Higgs CFP, CIM, RRC, FCSI
  Pillar Award Investors Group Nov 2014 Investors Group - Based on Investors Group New Business for Consultants in their first four years. received for (2012) (2013) (2014)
Volunteer Experience
- Searcher 1
  Issued by River Valley Ground Search and Rescue on Jan 2006
  Associated with Joel Higgs CFP, CIM, RRC, FCSI