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Case Study

IG Wealth Management

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IG Wealth Management, a prominent national wealth management firm with over 5,000 employees, and managing assets exceeding $107 billion, is dedicated to providing comprehensive financial planning services to individuals, families, and businesses across Canada. With headquarters in Winnipeg, MB, and a network of branches spanning the nation, IG Wealth Management has established itself as a leader in the industry.

For the past three years, Boost Strategic Coaching has proudly served as a training partner for IG Wealth Management on a national scale. Through delivering live virtual training sessions, Boost has been instrumental in enhancing the skills and capabilities of IG Wealth’s sales team, consisting of over 2,000 consultants. These dynamic sessions, conducted in both English and French, draw participation from up to 500 consultants in each session across the country.

Boost’s training approach extends beyond the live sessions, providing participants with actionable worksheets to apply their learning directly to their professional practice. The recorded sessions further contribute to the wealth of knowledge available on the digital IG University platform, where they are licensed as self-directed learning courses.

Valerie Lemieux, Director of Practice Support at IG University, highlights the transformative impact of Boost Strategic Coaching’s collaboration. She said, “Daria was instrumental in complementing our in-house offering with practice management content. Communications were super easy, and she has a great support team. Her experience truly transcends during the delivery of Boost programs.”

Lemieux emphasizes the enthusiastic delivery style of Boost’s facilitators and the practical tools and exercises provided, enabling participants to immediately apply their newfound knowledge. She concludes, “I highly recommend working with Boost as a training partner if you are looking for professional content with high impact on the short term.” Boost Strategic Coaching stands as a testament to the success of collaborative efforts in driving professional development within the wealth management industry.

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“Daria was instrumental in complementing our in-house offering with practice management content.”

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