Certified Financial Planner, IAB & Associates Financial Solutions Inc. Sun Life
Administrative Studies, Bachelor of Administrative Studies (BAS), Specialized Honours 2008

Ivan Arturo entered the financial services industry following his graduation from York University in 2008. His educational background combined with more than 17 years of experience at Sun Life has equipped him with the knowledge and expertise to help clients obtain financial freedom by developing customized plans tailored to their specific financial needs.

Ivan holds a Bachelor of Administrative Studies with Honours in Finance from York University. His Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations demonstrate his dedication to the highest ethical standards in the financial services industry. They also enable him to focus on a client’s best interests and help them create, sustain, and preserve wealth.

When out of the office, Ivan and his family enjoy travelling, biking, and hiking. During the summer months, he loves to host backyard parties for family, friends, and colleagues.