Ivan Tam

Ivan Tam: Email & Phone Number

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CEO & Managing Partner at Open Concept Financial Group|Greater Toronto Area, Canada

Position:

CEO & Managing Partner at Open Concept Financial Group

Location:

Greater Toronto Area, Canada

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Last updated: 2026-06-13
Updated: 2026-06-13

Found email addresses for Ivan Tam:

Business emails:
Personal emails:
i***@meritrust.ca,
i***@yahoo.ca,
t***@careers.td.com

Found phones for Ivan Tam:

+1-306-***-**08,
+1-204-***-**74
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Work Experience 21 years

CEO & Managing Partner at Open Concept Financial Group

Feb 2013 - Current

Regional Vice President at Meritrust Financial Group Inc.

Sep 2013 - Current

Financial Advisor at Meritrust Financial Group Inc.

Jun 2011 - Aug 2013

Assistant Investment Advisor at TD

Sep 2005 - May 2011

Ivan Tam started working in 2005, then the employee has changed 2 companies and 3 jobs. On average, Ivan Tam works for one company for 8 years 6 months.

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

Education

Bachelor of Arts (B.A.) at University of Waterloo

Frequently Asked Questions

SignalHire found verified email addresses for Ivan Tam, both business and personal. Their business email is i******m@meritrust.ca, and personal emails include t***@outlook.com, i***@meritrust.ca, and i***@yahoo.ca.
SignalHire found multiple verified phone numbers for Ivan Tam: +1-778-***-**66, +1-306-***-**08, and +1-204-***-**74.
You can reach Ivan Tam through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.
Ivan Tam has 21 years of professional experience. They have held roles including Regional Vice President, Financial Advisor, and Assistant Investment Advisor at companies such as Meritrust Financial Group Inc., Meritrust Financial Group Inc., and TD. Their education includes Bachelor of Arts (B.A.) from University of Waterloo.
Yes. Ivan Tam's SignalHire profile was last updated on 13 June 2026, reflecting their current position as CEO & Managing Partner at Open Concept Financial Group.

Ivan Tam Namesakes

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Ivan Tam
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Ivan Tam
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Ivan Tam
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