John

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Financial Planner at Investment Planning Counsel|Greater Vancouver Metropolitan Area, Canada

Position:

Financial Planner at Investment Planning Counsel

Location:

Greater Vancouver Metropolitan Area, Canada

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Last updated: 2026-08-21
Updated: 2026-08-21

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Work Experience 29 years

Financial Planner at Investment Planning Counsel

Jan 2019 - Current

Financial Planner & Financial Security Advisor at Ong Financial Planning Services Ltd.

Jan 2008 - Current

Investment Funds Representative at Investia Financial Services INC

Jan 2001 - Jan 2019

Manager, Advisor Services at The Financial Advisors Brokerage Group

Jan 2000 - Jan 2008

Marketing Asst. at Industrial Alliance

Jan 1997 - Jan 2000

John started working in 1997, then the employee has changed 4 companies and 4 jobs. On average, John works for one company for 11 years 1 month.

Their professional focus is Cash Flow Planning, Comprehensive Financial Planning, and Critical Illness across 3 core areas.

John holds Certified Cashflow Specialist, Certified Financial Planner, and Certified Health Insurance Specialist certifications.

Education

Post Diploma at British Columbia Institute of Technology

BA at The University of British Columbia

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John
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John
UCI Health – Placentia Linda
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John
University of Minnesota Medical Center, Fairview
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