Carol Budgen
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Carol Budgen?
FlashIntel GPTCarol Budgen is a highly experienced financial professional with over 24 years of work experience in the financial services industry. Based in Canada, she specializes in comprehensive planning, investments, finance, and asset allocation. Carol has worked at IG Wealth Management and Scotiabank, gaining expertise in various financial services such as investment planning, retirement planning, and investment management. She is dedicated to helping individuals achieve their financial goals and is known for her unique approach to financial planning.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
I have been in the financial services industry for 30+ years and have a strong committment to help people acheive their financial goals. I can help you manage your day to day finances, provide planning for your children's education, help you to pay less tax, plan toward your retirement, plan for the unexpected and provide asset allocation to manage investments. Your financial plan will be as unique as you are.
Work Experience
Consultant
Senior Consultant
Consultant
Financial Services
Carol Budgen's Professional Milestones
- Financial Advisor (1999-09-01~2012-09-01): Advised clients on financial strategies, enhancing their financial stability and ensuring their financial stability.
- Consultant (2012-10-01~): Provided expert guidance and expertise, guiding clients towards enhanced business outcomes and engagement.
Skill
Comprehensive Planning
Investments
Finance
Asset Allocation
Financial Services
Tax
Management
Retirement Planning
Mutual Funds
Financial Advisory
Risk Management
Retirement
Financial Planning
Wealth
Portfolio Management
Strategic Planning
Customer Service
Wealth Management
Leadership
Certification
Colleagues
Geoffrey Gilliver
Financial Advisor | Personal Financial Planning And Wealth Management | Investors Group Business Owner
Omkaram Artham
owner investorsgroup and investment management consultant
Tanis Desrochers
owner eddy s place restaurant
Cory Shore
owner operator of 4ss consulting
Vince Daly
Owner
Other Named Carol Budgen
Frequently asked questions
We found 2 Carol Budgen's email addresses
Carol Budgen's social media include: Linkedin,
Carol Budgen works for IG Wealth Management
Carol Budgen's role in IG Wealth Management is Consultant
Carol Budgen works in the industry of Financial Services
Carol Budgen's colleagues are Geoffrey Gilliver,Omkaram Artham,Tanis Desrochers
Carol Budgen's latest job experience is Consultant at IG Wealth Management
