Ivy Financial

We empower you to grow your wealth, and much more beyond.
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Our Services

We take care of your wealth growth needs, so that you can focus on your family and work.

  • Long term quality growth investment portfolio
  • Life 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 portfolio manager and financial advisor with dedication and more than 12 years of experience.

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.

Our Investment Portfolio Strategy:

High Quality:
  • A sustainable competitive advantage
  • Low capital intensity and sustainable high return on capital
  • Exceptional management and corporate governance
  • A strong balance sheet, without reliance on leveraging
  • Has the ability to invest in R&D to innovate
Growth:
  • The industry has strong and attractive secular growth
  • Scalable business model
  • Superior long term revenue and earnings growth
  • Strong, predicable generation and growth of cash

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

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