Ivan focuses on working with clients to create long-term, personalized,comprehensive wealth management plans in addition to overseeing portfolio designs. He coordinates meetings with our RBC partners to ensure all aspects of client’s financial needs are met.
Ivan is a Certified Financial Planner and has spent the past 12 years serving clients of high-net-worth, including retirees, professionals, business owners, and newcomers. Prior to forming Ivan Luo Wealth Management Group, Ivan worked at a major Canadian chartered bank, covering financial planning and banking services for clients. He has built and managed one of the top portfolios within British Columbia region. He graduated from the Sauder School of Business at University of British Columbia with a Bachelor of Business Administration, specializing in Finance.
Ivan enjoys hiking, snowboarding, and spending time with family and friends. He has a lovely wife Jenny and two sons Jayden and Auston. In addition to English, he speaks Mandarin, Cantonese, and Hakka.