Ivar Grimba Cfp®, R.F.P. Email & Phone Number

"We are living in an age of more and less – more information…more options…more needs...more pressures…and less time to do it all. For the affluent Canadian, managing money and planning financial security are not easy tasks." - Ivar GrimbaI understand that each client comes with their own unique financial concerns, needs, or opportunities and I have built an unparalleled wealth management practice to serve each client individually.I have been in the personal financial planning services profession since 1978. Following six years in the securities industry specializing in investment management, I joined Assante Capital Management Ltd. (formerly Equion Securities Ltd.) in 1984. I hold the internationally recognized Certified Financial Planner (CFP®) as well as the Registered Financial Planner (RFP) designation. In addition to being an active member of Advocis (formerly the Canadian Association of Financial Planners) since 1988, I was extensively involved with its executive having served 6 years on both the National and Provincial Board of Directors, including President of the Central Ontario Chapter. I am also a member of the Institute of Advanced Financial Planners. Because of my professional reputation I have been invited to contribute to many national publications including: CA Magazine, Financial Post, Toronto Star and the Globe and Mail. In addition, I have been featured on the CBC and Global Television Networks.Specialties: Wealth Management/Strategic Financial PlanningWealth Transfer/Estate PlanningRisk Management/Insurance PlanningInvestment ManagementFee based advisor

Listed skills include Estate Planning, Wealth Management, Personal Finance, Financial Planning, and 20 others.

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  The University Of Western Ontario

  Economics