Ian Whiting Email & Phone Number
Branch Manager @ Monarch Wealth Systems Inc.
5 free lookup(s).
No credit card required.
Ian Whiting Location
- Langley, BC, CA
Ian Whiting Work
- 2019 - now Branch Manager @
- 2013 - now Marketing Director and Financial Planning Consultant @
- 2010 - now Financial Planner and Consultant @ Self-employed - Ian
- 1976 - now Member @
- 2012 - 2016 Institute Representative Quarterback for BC @
- 2014 - 2016 Member - Awards Committee @
- 2015 - 2015 Independent Contractor - Content Developer @
- 2015 - 2015 Independent Contractor - Content Developer @
- 2013 - now Member @
- 2012 - now Wing President and Treasurer (President effective 05 Nov 2012) @ 801 Vancouver Wing, RCAF Assocation of Canada
- 2012 - 2023 Part-timeFinancial Faculty @
- 2013 - 2021 Financial Planning Case Consultant @ PlanPlus Inc.
- 2016 - 2020 Principal @ Financial Transition Resources Ltd.
- 2016 - 2019 Member, North American Judging Panel @ International Financial Planning Awards sponsored by PLANPLUS Inc.
- 2013 - 2019 Branch Compliance Manager @ PEAK Investment Services Inc.
- 2012 - 2019 Contract Instructor and Trainer @
- 2015 - 2015 Independent Contractor - Content Developer @
- 2013 - 2018 Owner, Principal and Speaker @ The IDEA Source
- 2012 - 2017 Consultant, Trainer, Facilitator, Speaker @ Inter-Gen Consulting Group
- 2014 - 2016 Member, Disciplinary Hearing Panel @
- 2016 - 2016 Member, Canadian Judging Panel @ Plan Plus Sponsored - Canadian National Financial Planning Awards
- 2012 - 2016 Resident (irreverant) Blogger - and commentator on financial planning! @ Money.ca
- 2012 - 2015 Content and Contributing Editor @ Money.ca
- 2011 - 2016 Pacific Group Secretary @ RCAF Association of Canada
- 2013 - 2015 Licensee and Consultant @ Queenston Consulting Inc.
- 2013 - 2015 Blogging partner @ Manage Your Wealth - www.manageyourwealth.ca
- 2012 - 2015 Consultant and Coach @ PRO C.O.A.L. Consulting Group Inc.
- 2010 - 2015 Financial Planner - Specialist Platform @
- 2013 - 2013 Manager, Wealth Protection, Vancity Group of Companies @
- 2012 - 2013 Corporate and Planning Consultant @
- 2001 - 2011 Wing Treasurer, 801 Vancouver Wing @ Air Force Association of Canada
- 2007 - 2009 Director, Secretary and Treasurer - Financial Planner - Compliance Officer @ QUASAR Financial Planning Group Ltd.
- 2000 - 2007 President, Compliance Officer and Financial Planner @ Ad Astra Financial Planning Group Ltd.
- 1992 - 1999 Assistant Manager, Financial Planner, Compliance, Advisor Training, Client Seminars @ Sun Life of Canada - Burnaby/Vancouver Metro Branch
- 1995 - 1998 Owner and Executive Chef @ Perkeo's Cellar Restaurant
- 1988 - 1992 Manager, Training Systems and Development, Canada @
- 1976 - 1988 Assistant Branch Manager, Sales Manager, Compliance Assistant, Training Assistant, Financial Planner @ Sun Life of Canada - Vancouver Central Branch
- 1971 - 1976 Branch Staff, Branch Secretary, Office Manager @
Ian Whiting Education
- The Lean Six Sigma Way 2012 - 2013
- Various 1972 - 1999
- LIMAC 1984 - 1985
- LIMRA School in Sales Management 1978 - 1978
- ADVOCIS/LUAC 1977 - 1977
- George Brown College 1973 - 1974
- University of British Columbia 1970 - 1971
- Carson Graham Senior Secondary 1968 - 1970
Ian Whiting Skills
- Strategic Financial Planning
- Mutual Funds
- Wealth
- Estate Planning
- Insurance
- Risk Management
- Leadership
- Personal Finance
- Business Planning
- Coaching
- Training
- Business Strategy
- Investment Advisory
- Disability Insurance
- Entrepreneurship
- Public Speaking
- Leadership Development
- Marketing
- Project Management
- Team Building
- Creative Problem Solving
- Management Consulting
- Organizational Effectiveness
- Strategic Partnerships
- Product Marketing
- Editing
- Creative Writing
- Forward-thinking
- Mergers & Acquisitions
- Wealth and Finance Management
- Professional Ethics
- Full-service Financial Planning
- Blogging
- MFDA Compliance - Branch and Corporate
- Wealth Management
- Financial Advisory
- Investments
- Financial Services
- Retirement
- Financial Planners
- Finance
- Retirement Planning
- Management
- Life Insurance
- Investment Strategies
- Financial Planning
- Compliance
- Research
- Forward Thinking
- Branch and Corporate
- Teaching
- Full Service Financial Planning
- Mergers and Acquisitions
- Mfda
- Customer Service
- Strategic Planning
- Social Media
- Mfda Compliance
Ian Whiting Summary
- Ian Whiting, based in Langley, BC, CA, is currently a Branch Manager at Monarch Wealth Corporation. Ian Whiting brings experience from previous roles at Customplan Financial Advisors Inc., Self-employed - Ian and Advocis. Ian Whiting holds a 2012 - 2013 The Lean Six Sigma Way. With a robust skill set that includes Strategic Financial Planning, Mutual Funds, Wealth, Estate Planning, Insurance and more. Ian Whiting has 3 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Ian Whiting?
Find contact details for 700 million professionals.
Others Named Ian Whiting
Ian Whiting
Chief Revenue Officer (CRO)
Monterey, CA, US
Ian Whiting
Manager of Planning and Analysis
St. George, UT, US
Ian Whiting
C and I Shift Engineer
Wideopen, England, GB
Top Monarch Wealth Systems Inc. Employees
Harold Yang
Life and Health Insurance Broker
Vancouver, BC, CA
Yama Y
COO
Toronto, ON, CA
Florence Lee
National Compliance Manager
Toronto, ON, CA
Rosa Lin
Financial Advisor
Vancouver, BC, CA
Joseph Wagner
Branch Manager
Calgary, AB, CA
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co