Jacky Ip, Cfp® Ccs™

Jacky Ip, Cfp® Ccs™ Email and Phone Number

Certified Financial Planner for Canadians looking for unbiased financial planning rather than financial products @ InGauged Financial
Jacky Ip, Cfp® Ccs™'s Location
Vancouver, British Columbia, Canada, Canada
Jacky Ip, Cfp® Ccs™'s Contact Details

Jacky Ip, Cfp® Ccs™ work email

Jacky Ip, Cfp® Ccs™ personal email

n/a

Jacky Ip, Cfp® Ccs™ phone numbers

About Jacky Ip, Cfp® Ccs™

Financial Planning that works!One of the most valuable skills I have picked up in my past life in IT is the ability to solve big problems with bite-size solutions. I realized early on that many of us fear our financial future is because it seems like a big problem to solve. By cutting down the problem into bite-sized pieces we are able to build mini-solutions that will ultimately solve our bigger problems.I love to have fun with my work. I enjoy turning boring topics into exciting adventures. Come see what is possible with your financial journey by connecting and starting a conversation with me.Connect with me and I can provide you with education and tools to help you feel financially confident to face the unknown future and achieve your financial dreams with stride.Financial Freedom doesn't mean you have millions in your bank account, it is knowing that you can achieve whatever you set your mind to without the handcuffs of financial woes.

Jacky Ip, Cfp® Ccs™'s Current Company Details
InGauged Financial

Ingauged Financial

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Certified Financial Planner for Canadians looking for unbiased financial planning rather than financial products
Jacky Ip, Cfp® Ccs™ Work Experience Details
  • Ingauged Financial
    Certified Financial Planner
    Ingauged Financial Mar 2024 - Present
    Vancouver, British Columbia, Canada
    As a Fee-Based Financial Planner at InGauged, I specialize in empowering young Canadian families to achieve their financial goals through personalized, holistic planning. With over 15 years of experience in the financial industry and a strong focus on cash flow management, tax optimization, and retirement planning, I provide my clients with the guidance they need to navigate the complexities of their financial lives.At InGauged, I believe in a collaborative approach, ensuring that my… Show more As a Fee-Based Financial Planner at InGauged, I specialize in empowering young Canadian families to achieve their financial goals through personalized, holistic planning. With over 15 years of experience in the financial industry and a strong focus on cash flow management, tax optimization, and retirement planning, I provide my clients with the guidance they need to navigate the complexities of their financial lives.At InGauged, I believe in a collaborative approach, ensuring that my clients feel confident and engaged throughout the planning process. I utilize advanced financial planning software to map out clients’ futures, identify gaps, and implement tailored strategies that align with their unique life goals.My mission is to educate and support families as they build a brighter financial future, free from the constraints of traditional commission-based advisory models. Let’s work together to create a sustainable financial journey that reflects your values and aspirations. Show less

Jacky Ip, Cfp® Ccs™ Skills

C# Critical Illness Insurance Planning Insurance Sql Asp.net Asp.net Ajax Silverlight C++ Java Javascript Php Wordpress Wealth Management Group Benefits Retirement Planning Estate Planning Financial Planners Employee Benefits Life Insurance Leadership Financial Advisory Investments Management Retirement Finance Crm Financial Planning Microsoft Office Team Leadership Customer Service Sales Marketing

Frequently Asked Questions about Jacky Ip, Cfp® Ccs™

What company does Jacky Ip, Cfp® Ccs™ work for?

Jacky Ip, Cfp® Ccs™ works for Ingauged Financial

What is Jacky Ip, Cfp® Ccs™'s role at the current company?

Jacky Ip, Cfp® Ccs™'s current role is Certified Financial Planner for Canadians looking for unbiased financial planning rather than financial products.

What is Jacky Ip, Cfp® Ccs™'s email address?

Jacky Ip, Cfp® Ccs™'s email address is ja****@****lth.com

What is Jacky Ip, Cfp® Ccs™'s direct phone number?

Jacky Ip, Cfp® Ccs™'s direct phone number is +160460*****

What are some of Jacky Ip, Cfp® Ccs™'s interests?

Jacky Ip, Cfp® Ccs™ has interest in Children, Economic Empowerment, Education, Science And Technology, Arts And Culture, Health.

What skills is Jacky Ip, Cfp® Ccs™ known for?

Jacky Ip, Cfp® Ccs™ has skills like C#, Critical Illness, Insurance Planning, Insurance, Sql, Asp.net, Asp.net Ajax, Silverlight, C++, Java, Javascript, Php.

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