Raymond Tan,Cfp,Cim, Rrc,Clu
About Raymond Tan,Cfp,Cim, Rrc,Clu
Raymond Tan is an Associate Consultant at IG Wealth Management in Markham, Ontario, where he has worked for 12 years. He specializes in helping families, small business owners, and new immigrants achieve financial independence through comprehensive financial planning.
Work at IG Wealth Management
Raymond Tan has been an Associate Consultant at IG Wealth Management since 2012. He has dedicated 12 years to this role, operating from Markham, Ontario. In his position, he collaborates with a diverse clientele, including families, small business owners, and new immigrants. His focus is on helping clients achieve financial independence through tailored financial strategies.
Education and Expertise
Raymond Tan studied at Centennial College/Advocis, completing the Certified Financial Planner Core Curriculum Program from 2012 to 2013. He also holds a Bachelor of Commerce (B.Com.) degree in Information Technology Management from Ryerson University, which he earned from 2005 to 2009. His educational background equips him with the knowledge to assist clients in various financial matters.
Client Services and Professional Network
In his role, Raymond Tan provides comprehensive financial planning services by leveraging a network of professionals. He has access to specialists in law, accounting, and insurance planning, which allows him to develop well-rounded financial plans tailored to the needs of his clients.
Background and Personal Interests
Raymond Tan has a strong interest in personal finance and enjoys connecting with individuals in the Greater Toronto Area to share ideas and insights. Outside of his professional life, he enjoys traveling and reading. He is also passionate about sports, particularly soccer, and is a dedicated fan of Arsenal.