🎉 Exciting News! 🎉 After an intensive year of study, reflection, and growth, I’m proud to announce that I’ve earned the CeFT® – Certified Financial Transitionist® designation! 🌟 This globally recognized certification, offered through the Financial Transitionist Institute, complements my CFP® designation and represents a powerful evolution in how I support clients through life’s most pivotal transi
tions.
💡 Why CeFT®? Because life isn’t just about numbers—it’s about navigating change. Whether you're:
• Selling a business you’ve built from the ground up,
• Receiving a life-changing inheritance,
• Retiring and stepping into a new chapter,
• Or navigating the profound transition of losing a spouse or partner...
..these are just a few of the major life transitions where thoughtful, human-centered financial guidance can make all the difference. As a CeFT®, I bring:
✅ A structured, repeatable process for managing the emotional and cognitive challenges of transition
✅ Tools to help clients gain clarity, reduce overwhelm, and make confident decisions
✅ Deep listening and guidance tailored to your pace and personal experience
🤝 Together, we co-create a plan—one that reflects your values, your goals, and your unique life story.
🧭 To bring even more depth and value to our work together, I also hold:
🔹 CFP® – Certified Financial Planner: a designation I’ve proudly held since 1994, providing a strong foundation in comprehensive financial planning
🔹 CLU® – Chartered Life Underwriter: equipping me with advanced expertise in tax-efficient strategies, insurance solutions, and estate planning to help protect and preserve your legacy
🔹 RIAC – Responsible Investment Advisor Certification: empowering you with investment options that align with your values—supporting people, strengthening communities, and caring for our planet 🌍
🌍 I’m honoured to now be part of a global community of just over 100 CeFT® professionals across 5 countries, all dedicated to helping clients move from “what was” to “what will be” with clarity, confidence, and compassion. Let’s talk if you or someone you care about is facing a major life transition. 💬
Angela Wittmann, CFP®, CeFT®, CLU®, RIAC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED FINANCIAL TRANSITIONIST®
CHARTERED LIFE UNDERWRITER®
RESPONSIBLE INVESTMENT ADVISOR CERTIFICATION
IG Wealth Management Inc,
201 Portage Avenue, 20th Floor, Winnipeg, Manitoba, R3B 3K6
Tel: 204-943-6828
[email protected]
IG Wealth Management Inc., Mutual Fund Division
