AeroLeads people directory · profile
Ben Manzo, Mba, Cfp®, Cim® Email & Phone Number
Senior Financial Consultant
at
IG Wealth Management
1 work email found
@ig.ca
1 phone found area 416
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Consultant
Location
Toronto, Ontario, Canada
Company size
Who is Ben Manzo, Mba, Cfp®, Cim®? Overview
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Quick answer
Ben Manzo, Mba, Cfp®, Cim® is listed as Senior Financial Consultant at IG Wealth Management, a with 270 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at ig.ca, phone signal with area code 416, and a matched LinkedIn profile for Ben Manzo, Mba, Cfp®, Cim®.
Ben Manzo, Mba, Cfp®, Cim® previously worked as Vice President, Client Advisory Services at Educators Financial Group and Regional Manager at Md Financial Management | Gestion Financière Md. Ben Manzo, Mba, Cfp®, Cim® holds Executive Masters Of Business (Mba), Business Administration, Management And Operations from Cornell Johnson Graduate School Of Management.
Company email context
Email format at IG Wealth Management
This section adds company-level context without repeating Ben Manzo, Mba, Cfp®, Cim®'s masked contact details.
*@ig.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Ben Manzo, Mba, Cfp®, Cim®. Compare company email patterns before reaching out.
Profile bio
About Ben Manzo, Mba, Cfp®, Cim®
As a Senior Financial Consultant at IG Wealth Management, I have over 25 years of experience in helping business owners and professionals transform their corporate earnings into personal wealth while reducing taxes. I have completed Level 2 of the CFA program, hold CFP®️ and CIM®️ designations, which demonstrate my technical expertise and ethical standards in financial planning and investment management.I specialize in creating a clear distribution plan that my clients cannot outlive, using wealth creation and protection strategies that are usually reserved for the top percentage of the population. I focus on growing my clients' real money, defined as what they keep after fees, taxes, and inflation. I provide concierge-level service, proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal, and other professional advisors. I ensure that my clients' financial plan, investment policy, and asset and liability strategies remain aligned with their evolving goals.
Listed skills include Wealth Management, Consumer Lending, Commercial Lending, Sales Management, and 34 others.
Current workplace
Ben Manzo, Mba, Cfp®, Cim®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ig Wealth Management
10 roles
Ben Manzo, Mba, Cfp®, Cim® work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
Current• Grew portfolio to $17M with 100 household clients in 4 years• Implemented insurance policies, closing 7-8 cases/year• Proactively identified large/complex opportunities through scheduled meetings with business specialists• Supported a tenured consultant by building 65 financial plans in 2 months• Onboarded +$1M client through LinkedIn• Managed own administration and fully digitized practice• Ensured outstanding KYCs by prioritizing compliance
Jan 2020 - Present
Vice President, Client Advisory Services
• Part of Executive Leadership team managing $1.1B AUM• Restructured sales department, updated job titles/descriptions, amended salary bands, and revised compensation models• Member of Investment Committee, organized Town Halls, and presented to the Board of Directors
Jul 2018 - Oct 2019
Regional Manager
• Led 16 Senior Financial Consultants, 2 Portfolio Managers, 1 Insurance Consultant, 3 Team Coordinators, 2 Estate Administrators, and 1 Manager, Regional Administration• Member of the National Marketing Committee
Jan 2016 - Jun 2018
Assistant Regional Manager
• Managed 18 Financial Consultants and oversaw $2.3B in assets• Volunteered as a Mentor under MD’s national mentorship pilot program
Oct 2013 - Jan 2016
General Manager
• Held various roles, including Branch Manager, Senior Business Adviser, and Financial Adviser across large downtown Toronto branches
Feb 2008 - Aug 2013
Branch Manager
Branch Manager, CIBC Dundas and Spadina Branch 2007 - 2008Branch Manager, CIBC Yonge and St. Clair Branch 2005 – 2007
Jan 2005 - Jan 2008
Senior Business Advisor
Aug 2001 - Dec 2004
Business Advisor
Feb 2001 - Jul 2001
Financial Advisor
May 1998 - Jan 2001
Team & coworkers
Colleagues at IG Wealth Management
Other employees you can reach at investorsgroup.com. View company contacts for 270 employees →
JM
Jacinthe Mallais
Colleague at Ig Wealth ManagementCampbellton, New Brunswick, Canada
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RM
Robert Middelkoop
Colleague at Ig Wealth ManagementWarman, Saskatchewan, Canada
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EJ
Elaine Jose
Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada
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BN
B Ng
Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada
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Jacinthe Mallais
Colleague at Ig Wealth ManagementCampbellton, New Brunswick, Canada
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RM
Robert Middelkoop
Colleague at Ig Wealth ManagementWarman, Saskatchewan, Canada
View →
EJ
Elaine Jose
Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada
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BN
B Ng
Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada
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4 education records
Ben Manzo, Mba, Cfp®, Cim® education
Executive Masters Of Business (Mba), Business Administration, Management And Operations
Executive Masters Of Business (Mba), Business Administration, Management And Operations
Bachelor'S Degree, Economics
Education record
FAQ
Frequently asked questions about Ben Manzo, Mba, Cfp®, Cim®
Quick answers generated from the profile data available on this page.
What company does Ben Manzo, Mba, Cfp®, Cim® work for?
Ben Manzo, Mba, Cfp®, Cim® works for IG Wealth Management.
What is Ben Manzo, Mba, Cfp®, Cim®'s role at IG Wealth Management?
Ben Manzo, Mba, Cfp®, Cim® is listed as Senior Financial Consultant at IG Wealth Management.
What is Ben Manzo, Mba, Cfp®, Cim®'s email address?
AeroLeads has found 1 work email signal at @ig.ca for Ben Manzo, Mba, Cfp®, Cim® at IG Wealth Management.
What is Ben Manzo, Mba, Cfp®, Cim®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Ben Manzo, Mba, Cfp®, Cim® at IG Wealth Management.
Where is Ben Manzo, Mba, Cfp®, Cim® based?
Ben Manzo, Mba, Cfp®, Cim® is based in Toronto, Ontario, Canada while working with IG Wealth Management.
What companies has Ben Manzo, Mba, Cfp®, Cim® worked for?
Ben Manzo, Mba, Cfp®, Cim® has worked for Ig Wealth Management, Educators Financial Group, Md Financial Management | Gestion Financière Md, and Cibc.
Who are Ben Manzo, Mba, Cfp®, Cim®'s colleagues at IG Wealth Management?
Ben Manzo, Mba, Cfp®, Cim®'s colleagues at IG Wealth Management include Jacinthe Mallais, Robert Middelkoop, Elaine Jose, and B Ng.
How can I contact Ben Manzo, Mba, Cfp®, Cim®?
You can use AeroLeads to view verified contact signals for Ben Manzo, Mba, Cfp®, Cim® at IG Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Ben Manzo, Mba, Cfp®, Cim® attend?
Ben Manzo, Mba, Cfp®, Cim® holds Executive Masters Of Business (Mba), Business Administration, Management And Operations from Cornell Johnson Graduate School Of Management.
What skills is Ben Manzo, Mba, Cfp®, Cim® known for?
Ben Manzo, Mba, Cfp®, Cim® is listed with skills including Wealth Management, Consumer Lending, Commercial Lending, Sales Management, Risk Management, Loans, Retail Banking, and Banking.
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