
Arun Nair CFP®, RRC, MBA
Arun brings almost two decades of financial services experience to his role as CERTIFIED FINANCIAL PLANNER® (CFP®) professional with Wanner & Associates. Since joining IG Private Wealth Management in 2018, Arun has built a reputation for thoughtful, personalized financial planning, drawing on a strong background in investment management and a global perspective shaped by his career in both India and Canada.
Arun holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Registered Retirement Consultant® (RRC®) designations, along with an MBA in Finance. He specializes in helping professionals, executives, and business owners navigate the complexities of wealth building, retirement income planning, and tax-efficient investment strategies. His approach is rooted in long-term, goals-based planning with a deep understanding of each client’s risk profile and evolving priorities.
Having immigrated to Canada in 2017, Arun brings both empathy and drive to his practice. He is committed to building enduring client relationships grounded in trust, clarity, and results. His areas of interest include travelling, adventurous activities & reading. Arun and his wife, Shweta are raising their young son, Sid, in the community of Fort McMurray.
In designing financial plans for clients we insist on having a long-term view, goal-based planning & understanding of risk. Every client has a unique situation & helping them achieve their financial goals is something that motivates me every day.