Since the age of 19, I’ve understood the importance of investing in yourself — both personally and financially. Over the years, I’ve taken that same philosophy and applied it to helping others achieve their own version of financial freedom.
Today, with over 21 years of experience, I focus on showing clients how to build and preserve wealth, reduce tax burdens, and protect the people they care about most.
To be the most sought after firm with a reputation for helping business owners protect their assets and plan for transition
To create independent wealth for my clients with systematic processes, education, and service
Fostering relationships and trust first and foremost. You have to enjoy who you work with; on both sides. When trust is the foundation, the rest comes naturally
I was looking for a financial advisor & I was asking around & Ivan came highly recommended to me. On our 1st meeting he was very knowledgeable & made me feel very comfortable working with him on my financial & personal dreams. Ivan made it very easy & steered me in the right direction for my goals. I have respect for his knowledge & work ethics. Highly Recommend!
Dan Payne | Edmonton
His experience and knowledge increased my potential income for retirement, but he takes the time to listen and understand my needs and goals. With his expertise and obvious familiarity of market conditions, he helps align where we are currently and consults with us on a regular basis to assure we stay on track to get to where we need to be. He is pleasant and personable, and always available.
Caroline Labbee & David Small | Kelowna
I have worked with and trusted Ivan’s guidance for well over the last 10 years for my clients, my friends, but most importantly; My family. Ivan has access to a unique product line that one wouldn’t typically think of. Rather than selling us 100 products you don’t need, he will recommend what makes the most sense for your situation. Basically what I am saying: He cares. That’s rare these days in the finance industry.
Kyle Wilson, Owner, Pragmatic Developments | Kelowna
By asking the right questions and gaining true perspective, we craft investment strategies built around your goals — not generic models. Through careful analysis and unwavering attention to detail, every recommendation we make is intentional and backed by purpose. We devote the time to conduct in-depth research so we can stay ahead of opportunities, rather than reacting to them.
Mutual Funds Offered through Monarch Wealth Corporation
*calculators provided by third parties for comparison purposes only, not an official endorsement*
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