Brian Rose MBA, CFP®

Senior Financial Consultant

Brian started as an Investment Advisor in 1984. He left the business during the tumult of 1987 to become an accountant working for over 20 years with small businesses and their owners. His specialty was budgeting, cash flow, and strategic planning. There is no better background for a financial planner. Brian always intended to return to his first love and direct involvement with clients, so he joined IG Wealth Management in May of 2014.

Brian has a B.Comm from Dalhousie with honours in Finance and Economics. He has an MBA from The Sobey School of Business at Saint Mary’s University. He did his accounting diploma, UNB, SMU and received his CMA in 1998, relinquishing it in 2006. He received his CERTIFIED FINANCIAL PLANNER® designation in 2019.


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