Ian Whiting Email & Phone Number
Branch Manager @ Monarch Wealth Corporation
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Ian Whiting Location
- Langley, BC, CA
Ian Whiting Work
- Branch Manager @ (May 2019 - Present)
- Marketing Director and Financial Planning Consultant @ (July 2013 - Present)
- Financial Planner and Consultant @ Self-employed - Ian (January 2010 - Present)
- Member @ (January 1976 - Present)
- Institute Representative Quarterback for BC @ (February 2012 - July 2016)
- Member - Awards Committee @ (June 2014 - June 2016)
- Independent Contractor - Content Developer @ (May 2015 - October 2015)
- Independent Contractor - Content Developer @ (June 2015 - August 2015)
- Member @ Independent Financial Brokers (July 2013 - Present)
- Wing President and Treasurer (President effective 05 Nov 2012) @ 801 Vancouver Wing, RCAF Assocation of Canada (July 2012 - Present)
- Part-timeFinancial Faculty @ (February 2012 - July 2023)
- Financial Planning Case Consultant @ PlanPlus Inc. (January 2013 - January 2021)
- Principal @ Financial Transition Resources Ltd. (November 2016 - November 2020)
- Member, North American Judging Panel @ International Financial Planning Awards sponsored by PLANPLUS Inc. (June 2016 - June 2019)
- Branch Compliance Manager @ PEAK Investment Services Inc. (July 2013 - April 2019)
- Contract Instructor and Trainer @ (August 2012 - January 2019)
- Independent Contractor - Content Developer @ (May 2015 - August 2015)
- Owner, Principal and Speaker @ The IDEA Source (June 2013 - September 2018)
- Consultant, Trainer, Facilitator, Speaker @ Inter-Gen Consulting Group (October 2012 - January 2017)
- Member, Disciplinary Hearing Panel @ (December 2014 - December 2016)
- Member, Canadian Judging Panel @ Plan Plus Sponsored - Canadian National Financial Planning Awards (April 2016 - May 2016)
- Resident (irreverant) Blogger - and commentator on financial planning! @ Money.ca (May 2012 - May 2016)
- Content and Contributing Editor @ Money.ca (September 2012 - July 2015)
- Pacific Group Secretary @ RCAF Association of Canada (May 2011 - May 2016)
- Licensee and Consultant @ Queenston Consulting Inc. (September 2013 - July 2015)
- Blogging partner @ Manage Your Wealth - www.manageyourwealth.ca (July 2013 - July 2015)
- Consultant and Coach @ PRO C.O.A.L. Consulting Group Inc. (December 2012 - July 2015)
- Financial Planner - Specialist Platform @ (January 2010 - July 2015)
- Manager, Wealth Protection, Vancity Group of Companies @ (February 2013 - June 2013)
- Corporate and Planning Consultant @ Customplan Financial Advisors Inc. (October 2012 - February 2013)
- Wing Treasurer, 801 Vancouver Wing @ Air Force Association of Canada (May 2001 - June 2011)
- Director, Secretary and Treasurer - Financial Planner - Compliance Officer @ QUASAR Financial Planning Group Ltd. (April 2007 - October 2009)
- President, Compliance Officer and Financial Planner @ Ad Astra Financial Planning Group Ltd. (January 2000 - April 2007)
- Assistant Manager, Financial Planner, Compliance, Advisor Training, Client Seminars @ Sun Life of Canada - Burnaby/Vancouver Metro Branch (June 1992 - December 1999)
- Owner and Executive Chef @ Perkeo's Cellar Restaurant (February 1995 - July 1998)
- Manager, Training Systems and Development, Canada @ (September 1988 - May 1992)
- Assistant Branch Manager, Sales Manager, Compliance Assistant, Training Assistant, Financial Planner @ Sun Life of Canada - Vancouver Central Branch (November 1976 - August 1988)
- Branch Staff, Branch Secretary, Office Manager @ (November 1971 - October 1976)
Ian Whiting Education
- The Lean Six Sigma Way
LSSWB (Lean Six Sigma)
2012-2013 - Various
CFP (CLU, CH.F.C., FLMI(FS), ACS, AIAA, AALU, Insurance and Financial Planning)
1972-1999 - ADVOCIS/LUAC
Certificate (Financial Planning Skills Course)
1987-1987 - LIMAC
Completed (Agency Management Training Course)
1984-1985 - LIMRA School in Sales Management
Completed (Sales Management)
1978-1978 - ADVOCIS/LUAC
Certificate (LUATC II)
1977-1977 - George Brown College
Certificate (Human Resources Management)
1973-1974 - University of British Columbia
Sciences
1970-1971 - Carson Graham Senior Secondary
High School Graduate (Sciences)
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 LSSWB in Lean Six Sigma @ 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.
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