Ian Chang 
Ian Chang CFP, CEA
DIRECTOR, FINANCIAL OPERATIONS
3190 Steeles Avenue East
Suite 210
Markham, Ontario
L3R 1G9
Book an appointmentMaking the right moves
Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast of ever-changing tax regulations, monetary policy, financial products and the evolving economy they’re designed to serve.
That’s where I can help
I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not for the companies whose products I happen to carry.
A little more about me:
- 19 Years’ Industry Experience
- Trusted Financial Advisor of numerous Canadian corporations, professional corporations, organizations and associations
- Certified Financial Planner (CFP)
- Certified Executor Advisor (CEA)
- Guest speaker at numerous Better Living events
- HLLQP Licensing Instructor
- Uncanny resemblance to Superman!
Just a few more ways I can help:
- Uncover ways to reduce the tax you pay, personally, corporately and combined
- Transfer wealth across generations tax-efficiently
- Protect your family’s well-being from illness, injury or worse
- Compare and contrast similar financial instruments side-by-side to determine best fit
- Hold your hand throughout the probate and estate administration process
Did I mention I’m mobile?
As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.
Looking forward to working with you!