Jeff Dale CFP®, RRC, EPC

Senior Financial Consultant

Jeff joined IG Wealth Management 25+ years ago, following 20 years with a major Canadian bank where he was a branch manager for over a decade. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2002. He also holds the Registered Retirement Consultant (RRC) and Elder Planning Counselor (EPC) designations, as well as a Canadian Securities Certificate (CSC). In addition, Jeff holds an insurance license to help ensure all client objectives are attained.

Jeff has proudly served hundreds of families, of all backgrounds, over his many years in the financial services industry.