Ian Whiting Email & Phone Number
Branch Manager @ Monarch Wealth Systems Inc.
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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.
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