Verified recordFinancial Services

Tyrel McLelland

Executive Financial Consultant at Ig Wealth Management

Based in Taber, Canada

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Seniority

Director

Department

Finance & Accounting

Location

Taber

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

t•••••••@ig.ca

Phone

5 credits

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Background

About Tyrel McLelland

As an Executive Financial Consultant at IG Wealth Management, I bring nearly eight years of experience in financial planning, specializing in supporting business owners, farm owners, and service professionals. My expertise encompasses retirement planning, tax optimization, wealth management, risk mitigation, and estate transition strategies. With designations such as CERTIFIED FINANCIAL PLANNER® (CFP®) and Registered Retirement Consultant® (RRC®), I offer clients a sophisticated and client-centric approach to achieving their financial goals. Leveraging advanced financial software and a holistic planning methodology, our team ensures clients make informed decisions that align with their broader financial objectives. We facilitate biannual reviews, tax return analyses, and estate document assessments to provide clarity and proactive guidance. By collaborating with accountants and lawyers, I serve as the central coordinator of financial teams, delivering seamless, integrated advice tailored to help clients secure stress-free retirements and meaningful legacies.

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