Robert Serra

Robert Serra Email and Phone Number

Regional Vice President @ IG Wealth Management Inc, Mutual Fund Division
Guelph, ON, CA
Robert Serra's Location
Guelph, Ontario, Canada, Canada
Robert Serra's Contact Details

Robert Serra work email

Robert Serra personal email

n/a
About Robert Serra

When most Canadian’s consider retirement, they are burdened with the following question: “Will I have enough?” I work with a team of professionals that deliver retirement income better than anyone else. It starts with building a tailored solution, synchronizing assets with debt and risk management. But what makes us unique is our ability to confirm your plan stands up. We stress test the plan against sequence of returns, longevity, and risk management to name a few. We find the experience exceeds client expectations in all cases.

Robert Serra's Current Company Details
IG Wealth Management Inc, Mutual Fund Division

Ig Wealth Management Inc, Mutual Fund Division

View
Regional Vice President
Guelph, ON, CA
Website:
ig.ca
Employees:
5905
Robert Serra Work Experience Details
  • Ig Wealth Management Inc, Mutual Fund Division
    Regional Vice President
    Ig Wealth Management Inc, Mutual Fund Division
    Guelph, On, Ca
  • Ig Wealth Management
    Regional Vice President
    Ig Wealth Management Jul 2022 - Present
    Guelph Halton Hills
    View
  • Ig Wealth Management
    Regional Director
    Ig Wealth Management Mar 2014 - Sep 2022
    Guelph-Halton Hills
    Investors Group Financial Services Inc.
    View
  • Investors Group Financial Services Inc.
    Division Director
    Investors Group Financial Services Inc. Jun 2005 - Mar 2014
    Oshawa / Whitby Office
    Investors Group Financial Services Inc.
    View
  • Investors Group Financial Services Inc.
    Consultant
    Investors Group Financial Services Inc. Dec 1999 - Jun 2005
    Oshawa / Whitby Office
    Investors Group Financial Services Inc.

Robert Serra Skills

Estate Planning Retirement Planning Retirement Financial Planners Wealth Management Critical Illness Public Speaking Portfolio Management Pensions Life Insurance Disability Insurance Long Term Care Insurance Asset Management Mutual Funds Investment Strategies Coaching Training Personal Tax Planning Financial Management Services Mentoring Leadership Investment Advisory Financial Planning Investments

Robert Serra Education Details

Frequently Asked Questions about Robert Serra

What company does Robert Serra work for?

Robert Serra works for Ig Wealth Management Inc, Mutual Fund Division

What is Robert Serra's role at the current company?

Robert Serra's current role is Regional Vice President.

What is Robert Serra's email address?

Robert Serra's email address is ro****@****oup.com

What schools did Robert Serra attend?

Robert Serra attended The Wharton School, York University.

What skills is Robert Serra known for?

Robert Serra has skills like Estate Planning, Retirement Planning, Retirement, Financial Planners, Wealth Management, Critical Illness, Public Speaking, Portfolio Management, Pensions, Life Insurance, Disability Insurance, Long Term Care Insurance.

Who are Robert Serra's colleagues?

Robert Serra's colleagues are Trina (Mythien) Nguyen, Tyler Langfield, Rrc, David Dickson, Cfp, Rrc, Ini K., Chimuk Landry Private Wealth, Akwasi B., James Mosiondz.

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