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Senior Wealth Advisor Servus Credit Union Aviso Wealth |
Ivan is a Chartered Investment Manager (CIM®️) and a CERTIFIED FINANCIAL PLANNER®️ professional. He is an experienced wealth professional that genuinely cares for his member clients and works tirelessly to help them achieve their financial freedom and independence.
His approach is to use a step-by-step process with members in order to understand their needs and goals and then building a customized financial and investment plan.
Ivan provides expert advice to individuals, families, farmers and business owners.
Contact
Contact Ivan at 780.719.3434
Ivan.Paez@servus.ca
Meet the team
Chantelle Morton
Senior Wealth Advisor Associate
587.495.1881