David Keppler
Executive Financial Consultant at IG Wealth Management | Edmonton, Alberta, Canada
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David Keppler is a dedicated Executive Financial Consultant at IG Wealth Management, where he leverages his expertise as a Certified Financial Planner to guide clients through the intricate landscape of personal finance. With a focus on empathy and transparency, David’s approach is rooted in understanding the unique financial situations of each individual he serves. His commitment to providing tailored financial solutions has positioned him as a trusted advisor in the industry.
At IG Wealth Management, David leads a dynamic team that specializes in comprehensive financial planning. His key projects often involve developing strategic investment portfolios that not only aim to increase net worth but also prioritize tax efficiency and risk management. By employing innovative financial strategies, David helps clients navigate retirement planning, ensuring they can enjoy their golden years with confidence and security.
David’s skill set extends beyond traditional financial planning; he excels in areas such as insurance, sales, and time management, all of which are crucial in crafting holistic financial strategies. He understands that financial literacy is essential for empowering clients, and he dedicates time to educating them about their options, thus reducing stress and fostering a sense of safety in their financial decisions.
In a constantly evolving financial landscape, David’s ability to adapt and prescribe actionable plans is invaluable. His mantra of saving clients time and money while enhancing their overall financial well-being resonates deeply with those he serves, making him a standout professional in the financial services industry.
Executive Financial Consultant at IG Wealth Management in February 2010 to Present
Division Manager at IG Wealth Management in February 2013 to March 2025
Account Coordinator at ATCO Structures & Logistics in July 2008 to August 2009
English Second Language Teacher at Kingsland Academy, Taiwan in November 2007 to July 2008
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Investment Advisory
Insurance Planning
Risk Management
Social Networking
Business Planning
Strategic Financial Planning
Succession Planning
Estate Planning
Business Networking
Financial Planners
Money
Investments
Strategy
Management
Business Development
Finance
Insurance
Wealth
Sales
Small Business
Financial Services
Analysis
Personal Finance
Time Management
Retirement Planning
Financial Planning
Wealth Management
Leadership
Social Media
Beer League Hockey
Can take a punch
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Discover more about IG Wealth ManagementWhat is David Keppler email address?
Email David Keppler at [email protected]. This email is the most updated David Keppler email found in 2026.
How to contact David Keppler?
To contact David Keppler send an email to [email protected]. (updated on October 24, 2024)
What company does David Keppler work for?
David Keppler works for IG Wealth Management
What is David Keppler's role at IG Wealth Management?
David Keppler is Executive Financial Consultant
What is David Keppler's Phone Number?
David Keppler's phone (416) ***-*205
What industry does David Keppler work in?
David Keppler works in the Financial Services industry.
David Keppler Email Addresses
David Keppler Phone Numbers
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