Ian R. Whiting
With nearly 45 years of experience in the industry, he fulfills a number of roles in addition to being a fee-for- service financial planner. He completed the Life Underwriters Association Training Course in 1979 along with the LUAC Financial Planning Skills Course and has attended numerous Schools in Agency Management and Sales Management through LIMRA. He obtained his Chartered Life Underwriter (CLU) in 1987 while also completing his Investment Funds Institute of Canada Mutual Fund qualification and Fellowship in the Life Management Institute with a specialty in Financial Services. In 1989, he was awarded the Chartered Financial Consultant designation. In 1992, he qualified as an Associate of the Academy of Home Office Life Underwriters (Head Office underwriter qualification) and in 1993 he completed his Associate, Customer Service designation program through the Life Office Management Association.
In 1997, he qualified as a Certified Financial Planner (CFP) and also completed his courses and exams to obtain the Associate, Insurance Agency Administration designation. In 1999, he completed the study and examinations to qualify as a Trading Officer, Partner and Director for Mutual Funds with the BC Securities Commission and the Mutual Fund Dealers Association. As a result, he is also qualified as both a Branch Compliance Manager and Head Office/Provincial Compliance Officer. Additionally, he is an Associate Member of the Association of Certified Fraud Examiners.
Long known as an innovative, creative and forward thinker in the financial services world, Ian enjoys the challenge of learning new material and planning for the future evolution of our profession.
In his various roles, Ian will being using his expertise in full-service financial planning to expand users’ proficiency and comfort with PlanPlus Plan-it, on which he is a recognised expert. Additionally, we will be using his wide knowledge in Training, Development and Coaching to expand offerings for the firm.
Ian can be reached by email at firstname.lastname@example.org and by phone at 604.888.3078. He is very much looking forward to working with our users and helping them increase profitability as they strive towards their own goals.