Eni Oszlai, The Financial Doctor

I’m Eni Oszlai, an award-winning financial professional with nearly 20 years of experience in wealth management, insurance and financial planning. As a Senior Wealth Advisor with IG Wealth Management in Toronto, I work with individuals, families, professionals, business owners and retirees. Together with my network of specialists, we provide integrated advice on investments, retirement, tax-efficient strategies, estate planning and risk management, so every client gets a complete plan, not just a product.

People call me the Financial Doctor because every relationship starts with listening. We look at where you are today and where you want to be. Then we build a plan together that treats the whole picture, not just one symptom.

Before joining IG, I spent nine years as a Senior Insurance Specialist and Wealth Advisor with RBC Insurance. I was named Rookie of the Year and reached President’s Club five years in a row. I also coached teams across Ontario, and together we grew one group’s productivity by more than 332% in 60 days. Before RBC, I spent a decade at Manulife’s John Hancock division, handling retirement plan transactions worth $1 million to $40 million.

I’m a teacher at heart. I hold a Teaching degree and a Master’s certificate in Adult Education, and I train new financial professionals at Canadian All Care College. I’m also a bestselling author and the host of The Financial Doctor Show, where I talk with entrepreneurs who have found their own paths to financial freedom. One concept we love working through with families is the Waterfall concept: a way to plan your estate so your wealth stays and grows with your family, not the tax department.

My belief is simple: with the right plan, Eni-thing is possible.