Travis Ashclarke, Cfp
About Travis Ashclarke, Cfp
Travis Ashclarke is a Division Manager and Senior Financial Planner at IG Wealth Management in Vancouver, British Columbia. He specializes in exit and retirement planning, focusing on financial freedom and collaborates with a team of experts to provide comprehensive financial solutions.
Current Role at IG Wealth Management
Travis Ashclarke serves as Division Manager and Senior Financial Planner at IG Wealth Management, a position he has held since 2021. In this role, he leads a team in providing comprehensive financial planning services to clients in Vancouver, British Columbia. His expertise includes exit and retirement planning, focusing on achieving financial freedom for clients. He collaborates with a network of professionals, including lawyers and accountants, to deliver tailored financial solutions.
Previous Experience in Financial Services
Travis Ashclarke has extensive experience in the financial services sector. He worked at CIBC as a Financial Advisor from 2012 to 2021, providing financial advice in North Vancouver, BC. Prior to that, he was a Mortgage and Leasing Consultant at Dominion Lending Centres from 2009 to 2012. His career began at Vancity, where he held various roles, including Account Manager from 2000 to 2005 and Business Specialist from 2005 to 2008. He also worked as a Mortgage Consultant at Invis from 2008 to 2009.
Education and Training
Travis Ashclarke studied at The University of British Columbia from 1996 to 2001, where he gained foundational knowledge in finance and business. He also attended Lord Byng Secondary School, which contributed to his early education. His academic background supports his professional expertise in financial planning and advisory services.
Specializations in Financial Planning
Travis Ashclarke specializes in exit and retirement planning, emphasizing strategies that promote financial freedom. He utilizes liquid alternatives, including private equity and private credit, in his financial planning approach. Additionally, he develops proprietary strategies aimed at protecting cash flow and minimizing tax exposure for clients. His services also encompass business valuation and M&A expertise, alongside trust and charitable giving planning.