I work as a Senior Financial Planner at TD Wealth. I help client setting and achieving their retirement goals. I hold my Certified Financial Planner (CFP), CIM, FCSI. I am also a Certified Retirement Specialist and LLQP life insurance licensed. I recently obtained my Diploma in Certified Executor Advisor (CEA).
Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.
I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.
As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.
Looking forward to working with you!
Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis - The Financial Advisors Association of Canada - for 15 years.
As a professional Financial Adviser, I will provide you with expert advice and solutions to meet your financial planning and Banking needs. I have been in the financial services industry since 1985 and my qualifications include the Registered Retirement Consultant Certification and the Certified Executor Advisor designations.
I look forward to working with you to achieve your financial goals at every stage of your life.
I am a partner in an accounting firm, I focus on the following areas of practice:
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
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!
Being a financial advisor has been
my passion over the past 25 years. I
take great pride in helping people achieve a successful financial future. Each
of us has a good story to tell and some of them may touch on your financial
dreams and needs. We’ll take a step by
step approach to build towards your financial goals. I am willing to learn from you as much as you
wish to learn from me.
Having recently achieved the
Certified Executor Advisor designation, I am dedicated to providing guidance to
executors, young or old, to deal with the fast changing complexities and
responsibilities evolving an estate settlement.
This also keeps in line with my practice surrounding the increasing
needs for Estate and Financial Planning for individuals and businesses. Working with us, you’ll gain the benefit of
advice from professional who can help you achieve lifetime financial security.