Ashish Utarid CIM®, PFP®, QAFP®, FCSI®
Joining the team in 2013, Ashish provides advisory services to IG Wealth Management offices in Edmonton, St. Albert, Grande Prairie, Northwest Territories and Yukon.
Ashish entered the financial services industry in 2004 earning his Personal Financial Planning and Fellow of the Canadian Securities Institute designations. The FCSI® is reserved for leaders who set and exceed the standards for professional integrity and excellence.
Ashish’s responsibilities are portfolio analysis with individual securities research and recommendations for existing and prospective clients. Ashish provides support to clients through in-person advice and written commentary on stocks, bonds, and complex investment 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.