Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Jeffrey Colbourne

Calgary,AB

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

29
29
years of professional experience

Work History

Executive Financial Consultant

IG Private Wealth Management
05.2002 - Current
  • Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Assist clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Developing Living Plans to encompass retirement and legacy goals. Develop tax mitigation strategies.
  • Onboarding 8-12 new clients on average per year in the High-Net-Worth space
  • Running a team of six who assist with client servicing, new client onboarding, compliance, continuing education tracking, business planning and financial plan preparation.

Newspaper Reporter

Calgary Herald
10.1998 - 04.2002
  • Researched and gathered information to develop accurate and credible stories.
  • Wrote, edited and produced stories for Internet and digital channels.
  • Maintained up-to-date knowledge of current events and industry trends.
  • Collaborated with editors and other journalists to create compelling content.

Newspaper Reporter

Northern News Services
01.1995 - 10.1998
    • Researched topics to create accurate and engaging content.
    • Edited and reviewed content for grammar, spelling and punctuation.
    • Selected relevant images to accompany content for maximum impact.
    • Collaborated with writers, designers and other editors to deliver content of highest quality.
    • Wrote pieces and news stories for online publication, coordinating images and layout to deliver proper presentation.

Newspaper Editor

Northern News Services
10.1995 - 01.1997
  • Researched topics to create accurate and engaging content.
  • Collaborated with writers, designers and other editors to deliver content of highest quality.
  • Pitched content strategies and managed asset acquisition.

Education

No Degree - Certified Financial Planner Designation

Financial Planning Standards Council
Calgary, AB
08.2009

Bachelor of Arts - History/English

Memorial University of Newfoundland
St John’s, NL
05.1995

Skills

    • Mutual Funds
    • Investment Advice
    • Trend Analysis
    • Business Valuation
    • Credit Analysis
    • Insurance Planning
    • Capital Raising
      • Fundamental Analysis
      • Financial Analysis
      • Tax Planning
      • Regulatory Compliance
      • Wealth Management
      • Retirement Planning

Accomplishments

Built a Private Wealth Planning practice from scratch. Been in business for 21 years. Ranked in the the top 5% among 2,300 advisors nation-wide in 2021-2022. Current AUM 160M serving 120 client families.



Languages

English
Native or Bilingual

Timeline

Executive Financial Consultant

IG Private Wealth Management
05.2002 - Current

Newspaper Reporter

Calgary Herald
10.1998 - 04.2002

Newspaper Editor

Northern News Services
10.1995 - 01.1997

Newspaper Reporter

Northern News Services
01.1995 - 10.1998

No Degree - Certified Financial Planner Designation

Financial Planning Standards Council

Bachelor of Arts - History/English

Memorial University of Newfoundland

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Jeffrey Colbourne