Colin Baerg Email & Phone Number
Strategic Recruitment Consultant, iA Private Wealth @ iA Private Wealth
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Colin Baerg Location
- Saskatoon, SK, CA
Colin Baerg Work
- 2025 -now Senior Wealth Advisor, Associate Portfolio Manager @
- 2025 -now Strategic Recruitment Consultant, iA Private Wealth @
- 2019 -now Director @
- 2011 -now Franchisee - Booster Juice @
- 2022 -2025 Regional Vice President @
- 2017 -2022 Regional Director @ Investors Group Financial Services Inc. - IG Wealth Management
- 2007 -2017 Division Director @ Investors Group Financial Services Inc. - IG Wealth Management
Colin Baerg Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP
2021 - Canadian Securities Institute
Chartered Investment Manager
2011 - University of Saskatchewan
Bachelor of Commerce (B.Com.) (Finance, General)
2003-2007 - Advocis
Chartered Life Underwriter (CLU)
- FP Canada
Certified Financial Planner Professional
Colin Baerg Skills
- Entrepreneurship
- Superior Client Service
- Proactive Monitoring
- Certified Financial Planner
- Strategic Financial Planning
- Client Services
- Mutual Funds
- Investments
- Estate Planning
- Retirement Planning
- Coaching
- Investment Strategies
- Customer Service
- Risk Management
- Financial Planning
- Leadership
- Strategic Planning
Colin Baerg Summary
- Colin Baerg, based in Saskatoon, SK, CA, is currently a Strategic Recruitment Consultant, iA Private Wealth at iA Private Wealth. Colin Baerg brings experience from previous roles at Everstone Advisory Group | iA Private Wealth, Lakeland Log and Timber Products, Booster Juice and IG Wealth Management. Colin Baerg holds a TEP @ STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Entrepreneurship, Superior Client Service, Proactive Monitoring, Certified Financial Planner, Strategic Financial Planning and more. Colin Baerg has 3 emails and 1 mobile phone numbers on RocketReach.
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