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.
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Recent Mentions
Canada:
We asked Ian Calvert, CFP, CIM, vice-president and principal, wealth planning, at Highview Financial Group, for his thoughts on Rodger’s TFSA.
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Canada:
Ian Calvert looks at Arden and Trent’s financial situation as a certified financial planner.
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Canada:
Ian Calvert is a certified financial planner who provided advice on Arden and Trent's retirement situation.
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