Rebecca Graham PEng, CFP®, RRC
Rebecca believes that financial independence empowers people to create more positive futures. She partners with clients to create and implement comprehensive financial plans that allow them to have peace of mind, while ensuring their options are clearly defined before they make important financial decisions. She takes a comprehensive approach to planning that includes cash-flow and investment management, asset allocation, retirement, estate, education, tax and insurance planning. She predominantly works with professionals, retirees and business owners, and helps design group saving and benefits plans for corporations.
Before being recruited to IG Wealth Management in 2001, she completed a degree in Geological Engineering at the University of Waterloo and worked in engineering consulting in Ontario and Alberta. She is a CERTIFIED FINANCIAL PLANNER® professional, is fully licensed by the Canadian Investment Regulatory Organization (CIRO) and is insurance licensed in various provinces (life, accident and sickness).