As a Certified Financial Planner professional and Division Director with IG Wealth Management, Sunshine provides services to clients in the Alberta and British Columbia regions. Her specialties include investments, retirement planning, tax reduction, and protection strategies. Among her top priorities, she strives to provide a highly customized approach for investors. This allows clients to build and retain wealth for present and future generations. In an effort to help clients meet their individual goals, Sunshine assists with a multitude of investments and building a personalized financial plan.

As for tenure, Sunshine has over a decade of experience in the high net worth space of the investment industry and had my beginnings with Morgan Stanley in the US, the largest investment institution in the world. Additionally, she worked at a boutique private wealth management firm where their expertise was accredited investors and alternative investment strategies. Sunshine is a graduate of the University of Nevada, Las Vegas with a B.S.B.A in Finance and represented her university as a competitor in the financial Global Research Challenge 2010-2011. She also served as the CIO for the student-managed mutual fund, the Rebel Investment Group, where she demonstrated leadership skills by making top-level decisions on the fund’s direction and investments.

Aside from her career, she is an ardent volunteer and donates her time to many organizations throughout the year. Sunshine is passionate about raising funds to help women’s shelters and helping children with disabilities and you can expect to see her every summer supporting IG Wealth Management's 'Walk for Alzheimer’s'.

She is devoted to helping you realize both your short and long-term financial goals through comprehensive planning and to accomplish this she firmly believes that building long-term relationships with clients is the best way to help explore the financial planning options that are best for them at each stage of their life.

Whether you are interested in exploring an entrepreneurial opportunity with us, looking for a referral to a Consultant, or wanting to talk about your financial situation, feel free to contact Sunshine Pawchuk.