Category Archives: – All CCS™ Professionals

Mary Chow Ivanovic CCS™

Mary joined LifePlan Financial Management Inc. in 2010, an independent brokerage firm which provides professional service and unbiased advice. Prior to joining LifePlan Financial, Mary was a Financial Controller with an international company for a decade. In her role as Financial Advisor, Mary helps busy individuals, professionals, and businesses make informed financial choices by guiding […]

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Catherine Leahy  CCS™

Catherine has been licensed in Financial Services since 2001. She has previously been a Branch Manager in the MFDA (Mutual Fund Industry). She works with a variety of clients from new investors, high net worth, retired clients, business owners and professionals and newly singles. Cash Flow Planning is key for many people; although they may […]

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John Ong CCS™

John has called Vancouver his home for over 40 years. He is married and a proud father of 2 children. John believes that the products and services he provides will allow his clients to achieve the financial peace of mind to do the most important things in life – to live life to the fullest. […]

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Kristi Ames CCS™

Kristi is a second generation Certified Financial Planner and has been committed to providing simple, smart and successful financial advice since 2008. Armed with her Certified Financial Planner designation and dual licences with both mutual funds and insurance, Kristi believes in the big financial picture and that each client needs and deserves a customized plan. […]

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Matt Milleker CCS™

Born and raised in Regina, SK. I graduated university in 2009 and began working with my father at his business: Milleker Financial Inc. I became life insurance licensed in 2010 and began developing my own clients as a self-employed advisor in addition to assisting my father with his clients. I enjoy being in the outdoors […]

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