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Robert Serra Email & Phone Number

Regional Vice President at IG Wealth Management Inc, Mutual Fund Division
Location: Guelph, Ontario, Canada 5 work roles 2 schools
1 work email found @investorsgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@investorsgroup.com
LinkedIn Profile matched
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Current company
IG Wealth Management Inc, Mutual Fund Division
Role
Regional Vice President
Location
Guelph, Ontario, Canada
Company size
5905 employees

Who is Robert Serra? Overview

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Quick answer

Robert Serra is listed as Regional Vice President at IG Wealth Management Inc, Mutual Fund Division, a with 5905 employees, based in Guelph, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Robert Serra.

Robert Serra previously worked as Regional Vice President at Ig Wealth Management and Regional Director at Ig Wealth Management. Robert Serra holds Foundatons Of Wealth Management Program, 2018 from The Wharton School.

Company email context

Email format at IG Wealth Management Inc, Mutual Fund Division

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rserra@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Robert Serra. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Estate Planning, Retirement Planning, Retirement, Financial Planners, and 20 others.

Current workplace

Robert Serra's current company

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IG Wealth Management Inc, Mutual Fund Division
Ig Wealth Management Inc, Mutual Fund Division
Regional Vice President
Guelph, ON, CA
Website
ig.ca
Employees
5905
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Company profile
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5 roles

Robert Serra work experience

A career timeline built from the work history available for this profile.

Regional Vice President

Ig Wealth Management Inc, Mutual Fund Division

Guelph, On, Ca

Regional Director

Ig Wealth Management

Guelph-Halton Hills

Investors Group Financial Services Inc.

Mar 2014 - Sep 2022

Consultant

Investors Group Financial Services Inc.

Oshawa / Whitby Office

Investors Group Financial Services Inc.

Dec 1999 - Jun 2005
Team & coworkers

Colleagues at IG Wealth Management Inc, Mutual Fund Division

Other employees you can reach at ig.ca. View company contacts for 5905 employees →

AM Aparna Misra Aparna Misra Colleague at Ig Wealth Management Inc, Mutual Fund DivisionCalgary, Alberta, Canada View → NP Nancy Pereira Nancy Pereira Colleague at Ig Wealth Management Inc, Mutual Fund DivisionGreater Winnipeg Metropolitan Area, Canada View → SM Sean Milliken, Chs, Cpca, Epc Sean Milliken, Chs, Cpca, Epc Colleague at Ig Wealth Management Inc, Mutual Fund DivisionSurrey, British Columbia, Canada View → XW Xueyao Wang Xueyao Wang Colleague at Ig Wealth Management Inc, Mutual Fund DivisionWinnipeg, Manitoba, Canada View → CU Cathy Urbankiewicz Cfp, Clu, Rrc Cathy Urbankiewicz Cfp, Clu, Rrc Colleague at Ig Wealth Management Inc, Mutual Fund DivisionLindsay, Ontario, Canada View → RA Realene Alcantara Realene Alcantara Colleague at Ig Wealth Management Inc, Mutual Fund DivisionWinnipeg, Manitoba, Canada View → JP Jess Patterson Jess Patterson Colleague at Ig Wealth Management Inc, Mutual Fund DivisionVictoria, British Columbia, Canada View → SM Stephaney Martin Stephaney Martin Colleague at Ig Wealth Management Inc, Mutual Fund DivisionToronto, Ontario, Canada View → JH Jim Humphreys Jim Humphreys Colleague at Ig Wealth Management Inc, Mutual Fund DivisionWinnipeg, Manitoba, Canada View → DH Douglas Hoffman Douglas Hoffman Colleague at Ig Wealth Management Inc, Mutual Fund DivisionNew Westminster, British Columbia, Canada View →
2 education records

Robert Serra education

Bachelor Of Business Administration (Bba), Finance And Financial Management Services

York University
FAQ

Frequently asked questions about Robert Serra

Quick answers generated from the profile data available on this page.

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 IG Wealth Management Inc, Mutual Fund Division?

Robert Serra is listed as Regional Vice President at IG Wealth Management Inc, Mutual Fund Division.

What is Robert Serra's email address?

AeroLeads has found 1 work email signal at @investorsgroup.com for Robert Serra at IG Wealth Management Inc, Mutual Fund Division.

Where is Robert Serra based?

Robert Serra is based in Guelph, Ontario, Canada while working with IG Wealth Management Inc, Mutual Fund Division.

What companies has Robert Serra worked for?

Robert Serra has worked for Ig Wealth Management Inc, Mutual Fund Division, Ig Wealth Management, and Investors Group Financial Services Inc..

Who are Robert Serra's colleagues at IG Wealth Management Inc, Mutual Fund Division?

Robert Serra's colleagues at IG Wealth Management Inc, Mutual Fund Division include Aparna Misra, Nancy Pereira, Sean Milliken, Chs, Cpca, Epc, Xueyao Wang, and Cathy Urbankiewicz Cfp, Clu, Rrc.

How can I contact Robert Serra?

You can use AeroLeads to view verified contact signals for Robert Serra at IG Wealth Management Inc, Mutual Fund Division, including work email, phone, and LinkedIn data when available.

What schools did Robert Serra attend?

Robert Serra holds Foundatons Of Wealth Management Program, 2018 from The Wharton School.

What skills is Robert Serra known for?

Robert Serra is listed with skills including Estate Planning, Retirement Planning, Retirement, Financial Planners, Wealth Management, Critical Illness, Public Speaking, and Portfolio Management.

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