Olga Kokilev MA, CFP, CLU, CHS, EPC, RRC, CPCA
I.G. Insurance Services Inc.
Olga joined IG Wealth Management in 2006, bringing with her years of extensive experience in the financial services industry. Since joining IG, Olga works closely with consultants helping them develop the risk management segment of clients’ holistic financial plans as well as providing advice on tax minimization, estate and business succession planning. Whether on a personal or corporate level, Olga brings many strategies to our HNW clients which help protect them and their families in the event of an untimely death, disability or critical illness. Olga also uses advanced insurance concepts which can provide for significant wealth accumulation and estate preservation.
Her designations include: CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Elderly Planning Counselor (EPC), Registered Retirement Consultant (RRC) and Certified Professional Consultant on Aging (CPCA). She is a long-standing member of ADVOCIS, the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. Olga is an on-going mentor of graduating students of the Financial Management, Financial Planning program at British Columbia Institute of Technology.