Ian Mak Pfp
About Ian Mak Pfp
Ian Mak is an Associate Consultant at IG Wealth Management in Vancouver, Canada, where he has worked since 2020. He studied Banking & Wealth Management at the Chartered Institute of Bankers in England, earning Chartered Associateship from 1979 to 1982.
Work at IG Wealth Management
Ian Mak has been serving as an Associate Consultant at IG Wealth Management since 2020. In this role, he provides financial advice and guidance to clients, helping them navigate their wealth management needs. His position involves assessing client portfolios and recommending strategies to optimize financial growth. Ian operates from Vancouver, British Columbia, contributing to the firm's reputation for client-focused financial services.
Education and Expertise
Ian Mak studied at the Chartered Institute of Bankers in England from 1979 to 1982. He specialized in Banking and Wealth Management, achieving Chartered Associateship. This educational background equips him with a solid foundation in financial principles and practices, enhancing his capabilities as a consultant in the wealth management sector.
Background
Ian Mak has a professional background in banking and wealth management, with a focus on providing tailored financial solutions. His career has been marked by a commitment to understanding client needs and delivering effective financial strategies. His experience spans several years in the financial services industry, contributing to his expertise in the field.
Professional Experience
Since joining IG Wealth Management in 2020, Ian Mak has accumulated four years of experience in his role as an Associate Consultant. His work involves direct client engagement, portfolio management, and financial planning. Ian's experience in the industry allows him to effectively address the diverse financial needs of his clients.