Ivan has more than 14 years of experience in the financial services industry and holds a Bachelor of Administrative Studies with Honours degree in Finance from York University and is a designated Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP). He is passionate about helping Canadian retirees and pre-retirees achieve lifetime financial security. Ivan is among the top 1% of financial service professionals worldwide, as recognized by the Million Dollar Round Table (MDRT). When out of the office, he enjoys travelling, biking, and golfing. During the summer months, Ivan loves hosting backyard parties for family, friends, and colleagues.
Abhiram (Abhi) Prabhu
July 25, 2023
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Abhi has over 12 years experience driving Strategic Management, Business Development, and Client Success. Throughout his career, Abhi has demonstrated continuous success in achieving revenue
