Position:
CEO & Managing Partner at Open Concept Financial Group
Location:
Greater Toronto Area, Canada
Found email addresses for Ivan Tam:
Found phones for Ivan Tam:
Feb 2013 - Current
Sep 2013 - Current
Jun 2011 - Aug 2013
Sep 2005 - May 2011
Ivan is proficient in Cantonese and English. Their professional focus is Customer Service, Equities, and Estate Planning across 3 core areas.
Ivan holds Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) certifications and has been awarded Elite Avisor, Court of the Table, and Top Ten Elite Advisory Group
Bachelor of Arts (B.A.) at University of Waterloo
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