Jacky Ip, Cfp® Ccs™ Email & Phone Number

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.

Listed skills include C#, Critical Illness, Insurance Planning, Insurance, and 29 others.

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  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