Ian Calvert
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.
Not in the pool (under ¢1).
Recent news mentions
Ian Calvert was asked to look at Kurt and Eloise’s situation.
Kurt and Eloise want to help their daughter buy a home. How can they free up cash?
Canada· 2025-12-21
Ian Calvert is a principal and certified financial planner at HighView Financial Group in Toronto.
Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?Canada· 2025-10-25
We asked Ian Calvert, a certified financial planner and principal at HighView Financial Group, to look at Omar and Tanya’s situation.
With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?Canada· 2025-07-26
Ian Calvert, a financial planner and principal at HighView Financial Group, is providing advice on Jeremy's financial situation.
With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?Canada· 2025-06-21
We asked Ian Calvert, CFP, CIM, vice-president and principal, wealth planning, at Highview Financial Group, for his thoughts on Rodger’s TFSA.
This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETFCanada· 2025-05-17
Ian Calvert looks at Arden and Trent’s financial situation as a certified financial planner.
How can this couple amalgamate their ‘little cash pots’? Plus, the retiree stock market problemCanada· 2025-05-04
Ian Calvert is a certified financial planner who provided advice on Arden and Trent's retirement situation.
With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?Canada· 2025-04-26