Ivan’s mission is to empower Christians to
achieve financial transformation by applying biblical wisdom through out their
financial journey. Ivan’s practice will be focusing on providing relationship
based expert financial planning, based upon biblical wisdom to achieve
Ivan Chen CFP,CHS,CLU,CKA,CPCA,EPC,CEA,RIS,MFA-P
No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.
Feel free to contact me with any questions regarding investments, insurance, mortgage, tax and estate planning!
I bring more than 23 years of experience in financial planning
to my role as an Estate and Trust Advisor for clients across British Columbia.
My depth of experience, coupled with my professionalism and dedication
to client service, serves well in dealing with the complexities of estate
I discuss estate settlement and administration services, trustee
services, trust structures, and other specialized services offered through
RBC Royal Trust. I work with individuals, families and businesses who
wish to protect their assets and transfer their wealth for generations. Clients
also appreciate my sensitivity to the often difficult decisions and sometimes
overwhelming responsibilities that can go hand in hand with the role of
Throughout my career, I have continued to deepen my knowledge
and expertise with key industry designations such as Personal Financial
Planner (PFP), Qualified Associate Financial Planner (QAFP), and courses like
Investment Funds in Canada (IFC) and Branch Compliance Officer (BCO). I am a recurring member of the Estate Planning Councils.
I provide tailored solution to help individuals carry out their
many executor duties, expedite the settlement process, and maximize the
estate’s value through knowledgeable handling of estate and tax issues
As a Licensed Funeral Director and Embalmer, my desire to serve others comes from the heart. I understand the need for care, compassion and professional conduct when serving families. In my role as a Certified Executive Advisor, I extend this same care and professionalism to the Executor when they are handling the affairs of the deceased. Advice and guidance are also given to individuals who have not yet chosen an Executor to ensure their estates are well prepared.
Supporting families and individuals at one of their most vulnerable times is a passion and commitment of mine. I truly look forward to advising and assisting those interested in my services.
Having recently retired after 30 years of practice as a Professional Financial Advisor , I
take great pride in having been able to help many clients achieve a scure financial future. Each
of us has a good story to tell and some of them may touch on your dreams and needs when it comes to making plan for your will.
Through my past experience with Estate Planning, I came to realize the complexity in administering the Estate when someone close to us is gone. Moving forward, I am committed to dedicate my retirement years in providing guidance to
executors young or old, to deal with the fast changing responsibilities evolving an estate settlement. I am proficient in the English language and also speaks and write fluent Cantonese as well as Mandarin.
Have the IFIC license 1987
Financial planner since 1989
Have insurance license since 1991
Self employed since 1987, have over 400 active clients and manage over $50 million of assets in mutual funds.
We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.
I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.
The topics covered over the first 2 years of our relationship include:
Education: Bachelor of Science, Lake head University, Thunder Bay
Chartered Financial Planner, Canadian Institute of Financial Planning, Toronto
- I'll help build, protect and transfer your Business
- I'll help ensure your great grandchildren come from "old money"
Darren Coleman started in the industry in 1992 and with Raymond James in 2012, providing comprehensive wealth services for a variety of clients. During this time, he has been managing brokerage offices, spearheading industry trends and leading his team at Raymond James to new territory.
Darren’s many professional accreditations include: Canadian Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute, with a Level II Life Insurance License He was one of the first Canadian professionals to attain the Professional Financial Planner, Certified Financial Planner and Certified Hedge Fund Specialist designations. Due to his success as an advisor in alternative investments, he was the first advisor to sit on committees for the Alternative Investment Management Association (AIMA), and on the Board for the Hedge Fund Association, as a member and an instructor.
An industry veteran before coming to Raymond James, Darren held management and advisor positions at major bank-owned brokerage and financial services firms. Through this experience, together with his involvement with industry boards, he has built a network of professional relationships with the industry’s top managers, firms and executives, through which he is able to offer his clients superior due diligence, access and insight.
Darren is considered a champion of Raymond James’ cross-border service offering. He frequently speaks at conferences and educational events and currently sits on the Editorial Board for Advisor’s Edge Report for Canadian investment professionals, and is frequently interviewed for the Globe and Mail.