Ivan, a seasoned Senior Client Service Associate, boasts
over four years of invaluable experience in the financial industry.
Specializing in client onboarding and account transfers, Ivan ensures seamless
transitions by acting as a pivotal liaison between clients, referring advisors,
and internal teams. Armed with a Bachelor of Arts in English from the
University of Winnipeg and certified in Investment Funds in Canada (IFIC),
Ivan’s dedication, attention to detail, and organizational prowess have earned him
well-deserved recognition in his field.
Beyond the office, Ivan enjoys spending quality time with
his family, strumming tunes on his acoustic guitar, and passionately cheering
on the NFL’s Denver Broncos.