Daniel Bengtsson BA Econ., FMA, FCSI, CIWM
Daniel joined IG Wealth Management in October 2010, and is located at Suite 101, 4400 Chatterton Way in Victoria.
Daniel started his career in the financial services industry in 1996. Prior to joining IG Wealth Management, he was an Investment Advisor with a national brokerage firm in downtown Toronto.
Daniel received his Bachelor of Arts in Economics from the University of Toronto and holds his Financial Management Advisor (FMA) designation. The FMA is a personal financial planning designation. Daniel is a Fellow of the Canadian Securities Institute (FCSI). The FCSI stands out as one of the most respected accreditations in the financial services industry. Daniel also holds his Certified International Wealth Manager (CIWM™) designation. Holders of the CIWM are able to counsel on advanced investment strategies that compliment advanced retirement, estate and trust strategies.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.