Celeste Wang, CFA, CFP

  • Oxford Math Graduate
  • 18+ Years in Financial Services
  • Insurance & Wealth Planning Expert
  • 14+ Years MDRT – Top of the Table
  • Proudly servicing 200+ families and businesses

Celeste Wang, CFA, CFP

  • Oxford Math Graduate
  • 18+ Years in Financial Services
  • Insurance & Wealth Planning Expert
  • 14+ Years MDRT – Top of the Table
  • Proudly servicing 200+ families and businesses

Insurance Services

  • Life Insurance
  • Corporate owned Insurance
  • Estate and Tax Planning

Client Testimonials

“I had the pleasure of working with Celeste and was amazed by their expertise in using life insurance for retirement and estate planning. As a small business owner in IT consulting, I was shocked to learn about the significant tax implications at death and how life insurance can serve as a powerful tool to reduce that burden as well we help my retirement income.

Celeste explained complex concepts clearly and provided actionable strategies tailored to my needs. I highly recommend Celeste to any business owner looking to secure their financial future and minimize taxes effectively.”

— S.W , Lead Business Analyst
“My family and I have worked with Celeste for over 10 years. She is the best kind of financial advisor you can ask for: knowledgeable, transparent, and always thinking about issues from your needs and situation. I really enjoy working with her and would not hesitate to recommend her to any family or friend. ”

— M.W , Head of Strategy
“Celeste helped my family with tax planning and insurance. She is kind, patient and very knowledgeable in various areas. I recommend her service. ”

— T.W , Founder of a real estate corporation

How Much Money Do You Really Need for Financial Freedom?

read more | Published Jan 9, 2025

Investment Secrets for Small Businesses in Canada: How to Build the Optimal Portfolio

read more | Published Feb 23, 2024

To Read More of Celeste's Writings ...

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Our Mission

Established and responsible individuals, families and businesses are looking to grow their wealth over multi-generations. These are parents, professionals, business owners, who have worked incredibly hard to create their wealth, and now have a more important mission to grow their wealth, and transition it to future generations.

Ivy Financial is committed to delivering simple, solid and impactful solutions to complex financial needs. We provide a highly professional and comprehensive service that gives our client the whole picture of their financial planning. At the same time we provide personalized solutions and products that accurately address their needs to grow and transition their wealth.

The world is a fast changing place, using methods from 20 or 30 years ago would not enable clients to keep up. We are learners ourselves and strive to provide clients with information that’s most updated and relevant to the challenges they face. We have a proven success record and our clients receive ongoing guidance that enables them to keep up with the times and enlarges their vision for the future.

Our clients enjoy a trusted long-term relationship with us which extends to multi-generations. Clients will feel valued and gain confidence through our supportive, responsive and customer centric staff. They will develop their peace of mind as they go through an educational and informative journey with us.

At Ivy Financial, we empower you to grow your wealth in your lifetime, and much more beyond.

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

© 2023 Ivy Financial Inc. All rights reserved.