Ivy Financial

We Care, We Protect, We Serve.
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As a parent,
are you looking to protect your family and young children?
As An Employee,
would you need to replace your income in case of illness and injury?
As a business owner,
would you like to invest or pass down your corporate income in a tax efficient way?
As A High Net Worth Family,
would you like a holistic estate and tax planning?

We are here

Our Services

We take care of your estate planning and service needs, so that you can focus on your work and family.


  • Estate Preservation
  • Tax Planning
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance

Celeste Wang


Credentials
CFA, CFP, Multi-year MDRT member

Experience
An Oxford maths graduate who loves the purity of maths; an ex-investment banker who enjoys the challenge of financial markets and now an expert financial advisor who serves families and businesses with dedication and more than 10 years of experiences.

Life Roles
  • A proud mom of two kids who knows how to take care of a family.
  • A passionate dancer, golfer, and flute player who appreciates the beauty of life.

Providers

We work with the top insurance providers in Canada to provide you with the most appropriate insurance plan.



Unit 200, 336 Sheppard Ave East
Toronto, Ontario, Canada M2N 3B4

© 2017 Ivy Financial Inc. All rights reserved.