Mary Chow Ivanovic Cpa,Cga,Cpa (Del.),Cgma,Clu,Mfa-P Email & Phone Number

Mary Chow Ivanovic, CPA, CGA, CPA (Del.), CGMA, CLU, MFA-PFinancial Architect After spending more than a decade in the corporate world in Senior Management positions, Mary decided she needed a new challenge. She joined the financial services industry in 2010 as an Independent Financial Advisor.In her role, Mary works with individuals, professionals and businesses alike. Through their partnership with Mary, her clients can make informed financial decisions that will grow and protect their wealth in an efficient way.In her continuous quest for knowledge, Mary discovered Infinite Banking Concept, an efficient strategy for taking control of one’s finances and creating wealth in a safe and secure way. Inspired by her father’s life work, Mary is committed to sharing principles of “Becoming Your Own Banker” along with other proven strategies with her clients in their pursuit of financial independence.Mary signature is prompt, caring, professional service, backed by competency, transparency, and accountability. Above all, Mary provides clarity to her clients in increasingly complex world of finance.Mary is a professional accountant by trade. She holds a Bachelor of Commerce degree in Accounting and Economics, Chartered Professional Accountant (CPA, CGA), Certified Public Accountant in the State of Delaware (CPA, Del.), Chartered Global Management Accountant (CGMA), Chartered Life Underwriter (CLU) and Certified Infinite Banking Practitioner (IBC Practitioner) and Master of Financial Advisor - Philanthropy (MFA-P). To maintain mental and physical fitness, Mary enjoys reading and is a marital artist enthusiast. She is a Sensei holding a 3rd Degree Black Belt in Karate.Websites: www.marychow.ca

• Financial Advisor

  Lifeplan Financial Management Inc.

  Feb 2010 - Present - Toronto, Ontario

  Provide individuals, professionals and businesses with customized financial planning solutions in the following area:Risk Management: Life Insurance, Disability insurance, Critical illness, Group insurance.Investments: RRSP, RRIF, LIF, GIC, segregated funds, TSFA, RESP, annuities, Guaranteed minimum withdrawal benefit (GMWB)Loans: Manulife One, Investment loansInfinite Banking Concept: The AND Asset.Planning: Financial planning, Investment planning, Retirement planning and Cash Flow planning.