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Mary Egan profile image

Mary Egan

Senior Financial Consultant at IG Wealth Management
Intro Book
Mary Egan, a seasoned financial professional with 17+ years of experience, holds a Bachelor's degree in Mass Communication/Media Studies from Carleton University, and is fluent in English and French, with expertise in financial planning, marketing, and strategic planning.
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Location
Ottawa, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Full professional proficiency
Skills
  • Mutual Funds
  • Financial Planners
  • Finance
  • Business Development
  • Financial Planning
  • Show all
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Bio

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Topline AI
Here is the crafted bio: Mary Egan is a seasoned financial expert with 17 years of experience as a Senior Financial Consultant at IG Wealth Management. A native English speaker and fluent French speaker, she has developed a unique ability to navigate complex financial landscapes. With a proven track record of success, Mary has excelled in various roles, including Director of Global Marketing at Alcatel-Lucent and Senior Leader Offer and Channel Management at BCE Nexxia. Her expertise spans financial planning, marketing strategy, and team leadership, making her a valuable asset to any organization. Mary holds a Bachelor's degree in Mass Communication/Media Studies from Carleton University and is a Certified Financial Planner (CFP) through the Financial Planning Standards Council (FPSC).

Credentials

  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)

Experience

  • IG Wealth Management
    • Suite 200 - 1525 Carling Avenue, Ottawa, Ontari...
    • Senior Financial Consultant
      • Dec 2006 - Present
      • Suite 200 - 1525 Carling Avenue, Ottawa, Ontari...

      A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. Your financial needs goals and objectives are my guide to recommending your best approach to: Financial Management, Asset Management, Risk Management, Tax Planning, Re...

  • Alcatel-Lucent
    • Ottawa, Ontario, Canada
    • Director of Global Marketing
      • Sep 2000 - Jul 2002
      • Ottawa, Ontario, Canada

      Responsible for developing and implementing global marketing programs and initiatives in support of the ATM (Asynchronous Transmission Mode) product suites. Specific programs involved both portfolio marketing and strategic planning focusing on customer solutions and new business opportunities in...

  • BCE Nexxia a division of Bell Canada
    • Ottawa, Ontario, Canada
    • Senior Leader Offer and Channel Management
      • Nov 1998 - Sep 2000
      • Ottawa, Ontario, Canada

      Accountable for defining and taking to market (profitably) customer offers incorporating telecommunications products, service and network management capabilities. Exceeded 1999 revenue objectives by 34%, received President’s Award and was member of President’s club.

  • Stentor Resource Centre Inc.
    • Ottawa, Ontario, Canada
    • Product Management / Regulatory Matters / Marketing
      • Sep 1992 - Oct 1998
      • Ottawa, Ontario, Canada

      Team lead responsible for achieving national alignment for a group of ATM-based services. Project managed and authored submissions in response to 5 CRTC (Canadian Radio-television and Telecommunications Commission) proceedings including one hearing before the CRTC. Developed and introduced a na...

  • Bell
    • Ottawa, Ontario, Canada
    • Serv Plng / Bus Dev / Prod Mgmt / PR / Ad & Promo
      • May 1981 - Aug 1992
      • Ottawa, Ontario, Canada

      Developed and co-ordinated of a joint venture with a major financial institution. Co-ordinated product training, development, execution and market management function for Bell’s e-mail product. Represented Telecom Canada at key EDI (Electronic Data Interchange) forums. Co-ordinated and execute...

Education

  • 1979 - 1983
    Carleton University

Suggested Services

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Industry Focus. “Financial Services”

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