Gian Paulo Spangaro Cfa,Cfp®,Cim
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Gian Paulo Spangaro Cfa,Cfp®,Cim Email & Phone Number

Senior Wealth Advisor CFA,CFP®, CIM, FCSI at Investment Planning Counsel
Location: Oakville, Ontario, Canada 2 work roles 1 school
1 work email found @ipcsecurities.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Investment Planning Counsel
Role
Senior Wealth Advisor CFA,CFP®, CIM, FCSI
Location
Oakville, Ontario, Canada
Company size
1047 employees

Who is Gian Paulo Spangaro Cfa,Cfp®,Cim? Overview

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Gian Paulo Spangaro Cfa,Cfp®,Cim is listed as Senior Wealth Advisor CFA,CFP®, CIM, FCSI at Investment Planning Counsel, a with 1047 employees, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at ipcsecurities.com and a matched LinkedIn profile for Gian Paulo Spangaro Cfa,Cfp®,Cim.

Gian Paulo Spangaro Cfa,Cfp®,Cim previously worked as Investment Advisor at Financial Concept Group. Gian Paulo Spangaro Cfa,Cfp®,Cim holds Hons Economics With Finance And Accounting Option from Wilfrid Laurier University.

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Email format at Investment Planning Counsel

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*@ipcsecurities.com
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AeroLeads found 1 current-domain work email signal for Gian Paulo Spangaro Cfa,Cfp®,Cim. Compare company email patterns before reaching out.

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Profile bio

About Gian Paulo Spangaro Cfa,Cfp®,Cim

For over 20 years, I’ve been a financial and investment advisor providing education and empowering my clients to make smart, informed decisions about their money. I believe that an educated client is a satisfied client and that financial success is a matter of choice, not chance. I love to help people make informed financial choices to develop a strategic plan so that they turn their dreams into a reality.Life changes such as divorce or retirement can be very stressful and the financial industry can be overwhelming and confusing. I help people make informed decisions when it comes to taxation, savings, investments, education and estate and succession planning. I’m honored to have received the 2012 Top Wealth Builder Award, and am pleased to know that that my clients consider me their First Call person when they have financial questions. An independent report from my clients indicated that 96% feel that I am a trustworthy financial advisor and 92% stated they would refer me to friends, family and colleagues. (For more details on this report please visit http://www.spangaro.ca/our-team/survey-results.aspx). I really enjoy providing education to my clients and our community through seminars, published articles and I was also featured as the financial expert on the TV Show “’Til Debt Do Us Part” with Gail Vaz Oxlade.Staying current with all aspects of investment and financial planning is very important to me. I have earned my Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) designations to ensure I provide the highest quality of advice across a wide range of investments.To connect with me, please email me at gpspangaro@ipcsecurities.com or call me at 905.469.2404

Listed skills include Investments, Retirement Planning, Wealth Management, Estate Planning, and 23 others.

Current workplace

Gian Paulo Spangaro Cfa,Cfp®,Cim's current company

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Investment Planning Counsel
Investment Planning Counsel
Senior Wealth Advisor CFA,CFP®, CIM, FCSI
mississauga, ontario, canada
Website
ipcc.ca
Employees
1047
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2 roles

Gian Paulo Spangaro Cfa,Cfp®,Cim work experience

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Senior Wealth Advisor Cfa,Cfp®, Cim, Fcsi

Current
Investment Planning Counsel

Oakville, Ontario

My motto is “Your Partner in Creating Financial Security”. As an experienced Senior Wealth Advisor, my role is to help you develop a comprehensive approach to your financial strategy.Together we will map and execute a financial plan to meet your current needs and future aspirations.I will work with you to evaluate, create and implement solutions for your future (e.g. financially prepare for your children’s college or university education, the purchase of a new/second home or your retirement). And, we will meet regularly to review, revise and readjust your plan throughout its lifecycle.Our plan will take into account:• Cash flow and insurance planning• Portfolio management• Tax, Retirement and Estate planning• Cash and credit managementFrom young singles and families through to retirement and beyond, I can tailor a financial plan that aligns with your dreams and goals.For more information about our services, please visit http://www.spangaro.ca

Oct 1999 - Present

Investment Advisor

Financial Concept Group

As an Investment Advisor at Financial Concept Group, my role was to provide financial guidance and advice for my clients. I worked with my clients to develop a strong financial strategy. I specialized in investments, retirement planning, estate analysis and wealth preservation strategies.

Sep 1995 - Sep 1999
Team & coworkers

Colleagues at Investment Planning Counsel

Other employees you can reach at ipcc.ca. View company contacts for 1047 employees →

KD Kristine Douglas, Hba, Cfp® Kristine Douglas, Hba, Cfp® Colleague at Investment Planning CounselToronto, Ontario, Canada View → MS Muhammad Salad Muhammad Salad Colleague at Investment Planning CounselMississauga, Ontario, Canada View → T1 Template 1 Template 1 Colleague at Investment Planning CounselGuelph, Ontario, Canada View → PL Peggy Lai Peggy Lai Colleague at Investment Planning CounselCanada View → TT Tom Terzis Tom Terzis Colleague at Investment Planning CounselToronto, Ontario, Canada View → DL Donna Laight Donna Laight Colleague at Investment Planning CounselGreater Ottawa Metropolitan Area, Canada View → CB Cherylann Blaikie Cherylann Blaikie Colleague at Investment Planning CounselPort Coquitlam, British Columbia, Canada View → GB Grace Brown Grace Brown Colleague at Investment Planning CounselMississauga, Ontario, Canada View → PC Patty Chow Patty Chow Colleague at Investment Planning CounselToronto, Ontario, Canada View → EM Elza Minnullina Elza Minnullina Colleague at Investment Planning CounselBradford, Ontario, Canada View →
1 education record

Gian Paulo Spangaro Cfa,Cfp®,Cim education

FAQ

Frequently asked questions about Gian Paulo Spangaro Cfa,Cfp®,Cim

Quick answers generated from the profile data available on this page.

What company does Gian Paulo Spangaro Cfa,Cfp®,Cim work for?

Gian Paulo Spangaro Cfa,Cfp®,Cim works for Investment Planning Counsel.

What is Gian Paulo Spangaro Cfa,Cfp®,Cim's role at Investment Planning Counsel?

Gian Paulo Spangaro Cfa,Cfp®,Cim is listed as Senior Wealth Advisor CFA,CFP®, CIM, FCSI at Investment Planning Counsel.

What is Gian Paulo Spangaro Cfa,Cfp®,Cim's email address?

AeroLeads has found 1 work email signal at @ipcsecurities.com for Gian Paulo Spangaro Cfa,Cfp®,Cim at Investment Planning Counsel.

Where is Gian Paulo Spangaro Cfa,Cfp®,Cim based?

Gian Paulo Spangaro Cfa,Cfp®,Cim is based in Oakville, Ontario, Canada while working with Investment Planning Counsel.

What companies has Gian Paulo Spangaro Cfa,Cfp®,Cim worked for?

Gian Paulo Spangaro Cfa,Cfp®,Cim has worked for Investment Planning Counsel and Financial Concept Group.

Who are Gian Paulo Spangaro Cfa,Cfp®,Cim's colleagues at Investment Planning Counsel?

Gian Paulo Spangaro Cfa,Cfp®,Cim's colleagues at Investment Planning Counsel include Kristine Douglas, Hba, Cfp®, Muhammad Salad, Template 1, Peggy Lai, and Tom Terzis.

How can I contact Gian Paulo Spangaro Cfa,Cfp®,Cim?

You can use AeroLeads to view verified contact signals for Gian Paulo Spangaro Cfa,Cfp®,Cim at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Gian Paulo Spangaro Cfa,Cfp®,Cim attend?

Gian Paulo Spangaro Cfa,Cfp®,Cim holds Hons Economics With Finance And Accounting Option from Wilfrid Laurier University.

What skills is Gian Paulo Spangaro Cfa,Cfp®,Cim known for?

Gian Paulo Spangaro Cfa,Cfp®,Cim is listed with skills including Investments, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Wealth, Investment Strategies, and Retirement.

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