Executive Consultant@ IG Wealth Management
Quispamsis, New Brunswick, Canada
Jon Duplessis 🇨🇦
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FlashIntel GPTJon Duplessis is a highly experienced financial professional with 12.5 years of work experience. He specializes in retirement planning, investments, strategic financial planning, insurance, and estate planning. Based in Canada, Jon believes in providing professional financial advice regardless of their net worth, age, or income level. He has worked at IG Wealth Management in various roles, including Division Director and Consultant. With a focus on cash management, investment planning, tax planning, insurance, retirement planning, and estate planning, Jon is dedicated to providing professional financial advice regardless of their net worth, age, or income level.
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Emails and Phone Numbers
About
I believe that every Canadian deserves and needs professional financial advice regardless of their net worth, age or income level Areas of Specialties (Six Pillars of Financial Planning): - Cash Management - Investment Planning - Tax Planning - Insurance - Retirement Planning - Estate Planning
Work Experience
Executive Consultant
Consultant
Division Director
Division Director And Consultant
Financial Services
Jon Duplessis 🇨🇦's Professional Milestones
- Division Director And Consultant (2011-04-01~2018-04-01): Delivered strategic guidance and strategic solutions for clients, driving business growth and enhancing reputation.
- Consultant (2011-04-01~2021-01-01): Provided expert tailored solutions, cutting-edge solutions for clients, achieving personal and professional success.
Education
Investments And Securities
2020-2020Skill
Retirement Planning
Investments
Strategic Financial Planning
Insurance
Financial Planners
Estate Planning
Financial Services
Financial Planning
Financial Advisory
Wealth
Finance
Asset Management
Portfolio Management
Small Business
Mutual Funds
Wealth Management
Risk Management
Employee Benefits
Life Insurance
Health Insurance
Critical Illness
Pensions
Succession Planning
Personal Finance
Disability Insurance
Wealth Management Services
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
Kim Ferguson
Owner
Other Named Jon Duplessis 🇨🇦
Frequently asked questions
We found 3 Jon Duplessis 🇨🇦's email addresses
Jon Duplessis 🇨🇦's social media include: Linkedin, Facebook,Â
Jon Duplessis 🇨🇦 works for IG Wealth Management
Jon Duplessis 🇨🇦's role in IG Wealth Management is Executive Consultant
Jon Duplessis 🇨🇦 works in the industry of Financial Services
Jon Duplessis 🇨🇦's colleagues are Geoffrey Gilliver,Omkaram Artham,Tanis Desrochers
Jon Duplessis 🇨🇦's latest job experience is Executive Consultant at IG Wealth Management
Jon Duplessis 🇨🇦's latest education in IFSE Institute
