Ian Calvert

Ian Calvert

financial planner Canada

Ian Calvert is a certified financial planner and portfolio manager at HighView Financial Group in Oakville, Ontario. He specializes in retirement planning and wealth management, providing insights and strategies for clients like Arden and Trent as they prepare for retirement. His expertise includes creating cash flow plans and navigating the complexities of cross-border tax implications, particularly for individuals transitioning their retirement assets between Canada and the U.S.

Global Media Ratings
Dominance
0.00%
Persistence
0 wks
Reach
23,431
Power
1,048$
Sentiment
7.00
Countries Mentioned
Country Mentions Sentiment Dominance + Persistence x Population = Reach x GDP (millions) = Power
Canada 1 7.00 0.06% +0% 38,005,238 23,431 $1,700,000 1,048$
Totals 1 38,005,238 23,431 $1,700,000 1,048$
Interactive World Map

Each country's color is based on "Mentions" from the table above.

Recent Mentions

Canada Canada: We asked Ian Calvert, a certified financial planner and principal at HighView Financial Group, to look at Omar and Tanya’s situation. 7

The Globe and Mail: With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

Canada Canada: Ian Calvert, a financial planner and principal at HighView Financial Group, is providing advice on Jeremy's financial situation. 7

The Globe and Mail: With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?

Canada Canada: We asked Ian Calvert, CFP, CIM, vice-president and principal, wealth planning, at Highview Financial Group, for his thoughts on Rodger’s TFSA. 5

The Globe and Mail: This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETF

Canada Canada: Ian Calvert is a certified financial planner who provided advice on Arden and Trent's retirement situation. 8

The Globe and Mail: With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?