Angela Wittmann CFP CEFT CLU RIAC - IG Wealth Management

Angela Wittmann CFP CEFT CLU RIAC - IG Wealth Management CERTIFIED FINANCIAL PLANNER® IG Wealth Management Inc., Mutual Fund Division - Trailblazing Transitionist - Certified Financial Transitionist®

🎉 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

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Letting go of a business is more than a transaction. It’s a transformation.

I filmed this video last fall while I was kayaking from my home, reflecting on what many business owners experience when they sell or step away from what they’ve built. Beyond the legal and financial details, there’s an emotional shift—identity, purpose, and the question of what comes next.

Just as the river changes slowly before it fully opens, business transitions unfold over time. Honouring that process matters.

▶️ Watch here: https://youtu.be/VPIAeH9ZOk4

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A big thank‑you to Kevin Maynard and Chad Izatt from the Canadian Foundation for Economic Education (CFEE) for inviting me to be a judge at this competition and for the important work you’re doing to bring real‑world entrepreneurship and financial literacy into classrooms.

As a Certified Financial Transitionist and CERTIFIED FINANCIAL PLANNER, I’m proud that IG partners with CFEE, and I’ve been in direct conversations with Kevin and Chad about ways we can continue supporting financial education in our community—at all ages.

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JOB POSTING - Wealth Management AssistantFlexible, Hybrid, Part‑Time in Lac du Bonnet, ManitobaAngela Wittmann, CFP®, Ce...
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JOB POSTING - Wealth Management Assistant
Flexible, Hybrid, Part‑Time in Lac du Bonnet, Manitoba

Angela Wittmann, CFP®, CeFT, CLU, MFA-P, RIAC is seeking a Wealth Management Assistant who is highly organized, digitally capable, and motivated to exceed expectations for our clients.

Angela has been guiding clients through sophisticated financial planning for over 30 years. As the only Certified Financial Transitionist in Manitoba, she is uniquely trained to assist business owners, individuals, and families navigating major life transitions with clarity, confidence and peace of mind. Angela’s practice is affiliated with an industry‑leading firm trusted by Canadians for 100 years.

Your Role

*Flexible, part‑time role
*Opportunity for performance‑based bonuses
*Comprehensive Assistant Training Program
*Strong support network, including Region and Head Office resources
*You are the first point of contact for clients—by phone, email, and in person—creating a welcoming, professional experience
*Coordinate office flow between clients, Angela, and the Winnipeg Head / Regional Office
*Ensuring clients are seamlessly supported throughout their interactions with the practice
*Handle digital account openings, documentation, email correspondence, and compliance-related tasks
*Assist with special events, workshops, and projects


Skills & Attributes

*Strong digital skills and attention to detail—understanding that excellence lives in the details
*The ability to stay organized and responsive in a fast‑paced environment
*Financial services, administrative, or client support experience an asset
*Opportunity to advance to a licensed assistant or Associate role


How to Apply

*Email your resume and cover letter to: [email protected] Interviews will be conducted as applications are received.

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Address

4 Park Avenue
Lac Du Bonnet, MB
R0E1A0

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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