Verified recordFinancial Services

Ashish Utarid

Assistant Vice President - Investment Strategy at Ig Wealth Management

Based in Edmonton, Canada

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Seniority

Vp

Department

Finance & Accounting

Location

Edmonton

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

a•••••••@ig.ca

Phone

5 credits

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Background

About Ashish Utarid

As the Assistant Vice President of Investment Strategy at IG Wealth Management, we provide insights at a macro level for capital markets which supports our clients in achieving their financial goals. I have over 20 years of experience in the financial services industry, and hold the prestigious Fellow of the Canadian Securities Institute (FCSI), which represents the highest standard of professionalism and excellence in the field. I also have my Chartered Investment Manager (CIM), and two financial planning designations: Personal Financial Planner (PFP), and the Qualified Associate Financial Planning (QAFP). My expertise lies in providing market commentary and analysis. We review asset allocation, and complete fixed income and equity research. Our team leads seminars and investment presentations for IG Wealth Management clients and advisors, discussing investment strategies and trends dominating the current capital markets. I am passionate about financial literacy and communicating complex ideas in a way that is easy to understand and apply. My mission is to help our clients and consultants make informed and confident investment decisions that align with their values and vision.

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Ashish Utarid Email & Phone Number @ Ig Wealth Management | Kipplo Discover