ROB SERRA
BAS, CFP 
Regional Vice-President
Investors Group Financial Services Inc.
About —
When most Canadian’s consider retirement, they are burdened with the following question: “Will I have enough?” I work with a team of professionals that deliver retirement income better than anyone else. It starts with building a tailored solution, synchronizing assets with debt and risk management. But what makes us unique is our ability to confirm your plan stands up. We stress test the plan against sequence of returns, longevity, and risk management to name a few. We find the experience exceeds client expectations in all cases.
Team —
A real financial plan
Careers —
Become a financial advisor with IG Wealth Management
Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.
I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.
Apply Now
I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.
why join IG Wealth Management?
Training and support
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
Exceptional income potential
At IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
Community involvement
With IG Wealth Management, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Flexibility
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
general inquiries —
649 Scottsdale Drive, Suite 401
Guelph, ON N1G 4T7
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