For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan holds a B.Sc. in Computer Science. His commitment to maintaining an outstanding level of professionalism, and adhering to internationally recognized standards of competence and ethical practice has allowed him to earn the following financial industry designations: Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of CSI (FCSI)®. With strong financial, mathematical and computer knowledge, Ivan's proficiency in using cutting-edge technological tools allows him to develop accurate and reliable financial, investment and tax plans for his clients. If you would like to know more about Ivan or for details on his practice, please call 905-889-2168 or e-mail him at iwong@assante.com
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Financial Planning AdvisorSeminars
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Financial Planning Advisor
For more than 18 years, Ivan has been helping individuals, families and small business owners develop comprehensive financial strategies to achieve their dreams and goals. This involves incorporating a balanced investment strategy, along with proper tax and estate planning services. Among the greatest strengths Ivan brings to his client relationships are his knowledge, integrity and dedication to exceptional service. Ivan holds a B.Sc. in Computer Science. His commitment to maintaining an outstanding level of professionalism, and adhering to internationally recognized standards of competence and ethical practice has allowed him to earn the following financial industry designations: Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of CSI (FCSI)®. With strong financial, mathematical and computer knowledge, Ivan's proficiency in using cutting-edge technological tools allows him to develop accurate and reliable financial, investment and tax plans for his clients. If you would like to know more about Ivan or for details on his practice, please call 905-889-2168 or e-mail him at iwong@assante.com
1. Tax saving strategies for individuals and small business. 2. Retirement Plans 3. When wil be good time to start taking CPP ( at the age of 60, 65, or 70)? 4. When will be good time to start withdrawals of RRSP and RRIF? 5. How to maximize your Government Senior Benefit? 6. How to manage your retirement savings and invstments wisely? Seminar Registration and information request For time and location of seminars, please email to iwong@assante.com
