Kelvin Ip's Location
Canada
Kelvin Ip's Work
- Certified Financial Planner @ Desjardins Financial Security Investments Inc.
- Certified Financial Planner @ Desjardins Financial Security Independent Network
- Financial Planner @ RBC
- Financial Advisor @ CIBC
- Financial Consultant @ A Major Financial Institution in Canada
Kelvin Ip's Education
- Canadian Securities Institute2003 - 2003
- University of Texas
Bachelor Of Business Administration (Accounting)
1990 - 1993
Kelvin Ip's Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Estate Planning
- Retirement
- Mutual Funds
- Investments
- Disability Insurance
- Financial Planning
- Insurance Planning
Kelvin Ip's Summary
Kelvin Ip, based in Canada, is currently a Certified Financial Planner at Desjardins Financial Security Investments Inc., bringing experience from previous roles at Desjardins Financial Security Independent Network, RBC, Cibc and A Major Financial Institution in Canada. Kelvin Ip holds a 2003 - 2003 Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Retirement and more, Kelvin Ip contributes valuable insights to the industry. Kelvin Ip has 1 email on RocketReach.
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Top Desjardins Financial Security Investments Inc. Employees
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Jeff Farquhar
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Kelly Markwart
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