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Ivan Chang, MBA, CFP, CIM, FMA, FCSI
Senior Wealth Advisor |
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Phone
Fax
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(604) 713-7886
(604) 713-7899 |
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Email
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ivan_chang@scotiamcleod.com |
| Ivan's mission is to provide his clients with personalized investment advice to structure investments conservatively and more profitably. |
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Ivan is a well-known local expert in the matters of investing. Since 1993, he has taught classes in the local schools and colleges in the greater Vancouver area. He has been regularly published in the local newspapers and heard on the local radio stations.
Ivan assists investors to preserve capital, increase their income and more profitably structure their investments. Those who consult with him find that they lower their tax bill, increase their monthly income and obtain better protection for their financial future.
Ivan has been providing consulting services for his clients since 1993. He prides himself in being a true professional and is one of the most educated advisors in the industry. He obtained his MBA from Queens University, completed the Professional Financial Planning (PFP) course, achieved the Canadian Investment Manager (CIM) and the Financial Management Advisor (FMA) designations, and was invited to become a Fellow of the Canadian Securities Institute (FCSI). Ivan also completed his Certified Financial Planning designation (CFP), an internationally recognized financial planning accreditation. He has developed expertise in financial planning for divorce and has a Financial Divorce Specialist (FDS) designation. Finally, Ivan has the Certified Senior Advisor (CSA) designation which provides him with broad-based knowledge of the financial, health and social issues seniors face.
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Investment Philosophy and Process
Ivan follows a systematic, principled approach to wealth management. By structuring the financial planning process around the life goals of his clients, Ivan simplifies financial decisions and renews his clients' confidence in their ability to achieve financial independence.
Ivan's customized wealth management process is a six-step process, which covers all aspects of a client's financial life. It focuses on the four pillars of their financial planning: investments, protection, tax planning and estate planning.
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Service Approach
Ivan helps his clients implement customized plans that recognize their evolving financial decisions. His service approach begins by developing a financial plan to achieve long-term goals. He draws upon the expertise of specialists (such as accountants and estate lawyers) to deliver a complete financial strategy tailored to a client's needs and goals. Ivan provides ongoing monitoring to take advantage of opportunities created by changing circumstances. Regular performance reporting is provided quarterly.
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Trusted Advice
Ivan is backed by a team of specialists within ScotiaMcLeod, Scotiabank and Scotia Private Client Group. This allows him to access the required expertise on banking, insurance, estate, financial and tax planning. The depth of resources residing with this team of experts will be able to address all the needs for a comprehensive financial strategy.
Ivan's mission is to simplify and enhance the lives of his clients. To benefit from this personal financial planning approach please do not hesitate to email or contact Ivan at his office.
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Mailing Address
2nd Floor, 6300 No. 3 Road
Richmond B.C. V6Y 2B3
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Additional Team Members:
Iris Chen
Administrative Assistant
(604) 713-7888
iris_chen@scotiacapital.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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