I have been working in the financial and
banking industry since 2007 (including service at CIBC and RBC banks). I
hold the PFP (Personal Financial Planner), FMA (Financial Management
Advisor), CLU (Chartered life underwriter) and of course CEA (Certified Executor Advisor) designation.
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
I am fluent in English and Russian.
Insurance Benefits Analyst,
Ian Callaway consults directly
with Individuals across Canada, particularly Professionals, as well as the referred
clients of Accountants, Financial Advisors/Planners, Insurance
Brokers, and Lawyers on 1 of 5 Insurance areas: Disability; Life; Critical Medical
Onset; Travel; and those Hard to Insure. The professional perspective applied to each client's situation is as an Analyst, with a very visual explanation.
Callaway is a recipient of The National Association of Health Underwriters’ “Contribution
to Understanding Disability Insurance Claims” Award.
Besides having spoken before every major national and international Disability Insurance forum, Ian has conducted Provincial, State,
and Nationally certified Continuing Education courses for Financial Planners
and Insurance Brokers in both Canada and the
the Non-Insurance field, Ian
has been the Team Manager for
High-Performance Amateur Ice Hockey Clubs having won two International
Tournaments. Ian has also published an extensive number of articles revolving
around governing Condominium life in British Columbia.
TD Private Wealth Advisor-Triage client's financial needs and goals.
A trusted Financial Planner with 30+ years of extensive Estate planning experience. Very approachable and easy to deal with. Completely independent with no in house product bias.
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.
1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died. The remaining spouse is overwhelmed and doesn't know where to turn for assistance.
2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance.
My initial career was healthcare (BN). After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.
My goal for you is Peace of Mind around day to day management of your financial affairs. We will achieve this through a mutually rewarding and ongoing client relationship.
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!