Carol-Lyn Davis joined IG Wealth Management in September 2018 and has built her practice throughout the Niagara region and surrounding area. In 2021, she expanded her practice to service clients in British Columbia. Carol-Lyn has been in the Financial Industry for 20 years. Prior to IG Wealth Management, she worked as an Advisor focusing on client relations through wealth accumulation and strategy implementation. She provided training for new advisors and support staff. Carol-Lyn also has extensive knowledge surrounding financing alternatives.
Carol-Lyn received her Honours BA in Economics and Financial Management from Wilfrid Laurier University. She holds her Financial Managerial Advisor, Registered Retirement Consultant and Certified Financial Planner designations and is a licensed Insurance Agent.
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. Reach out to Carol-Lyn to start building your right plan today.
You deserve s’more from a financial plan
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.
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