Ian Mooney

Ian Mooney is a seasoned financial professional with extensive experience in financial planning and investment consultation. As a Partner and Certified Financial Planner at McLeod Mooney since October 2020, Ian specializes in pension and group Registered Savings Plan consultation, particularly for Canadian controlled organizations. Ian's diverse experience includes roles as an Investment Funds Advisor at Investia Financial Services Inc. and an Associate at IDC Worldsource Insurance Network Inc., alongside a previous tenure as an independent Financial Advisor at Customplan Financial Advisors Inc. Ian also founded Element Integrated Financial Solutions, focusing on comprehensive financial management integrating taxation, investments, and risk management strategies. Earlier roles include Business Development Manager for Acme Laboratories Ltd. and Inspectorate, contributing to expertise in sales and marketing in the scientific sector. Ian holds a degree in Mining Engineering Technology from the British Columbia Institute of Technology and is a Certified Financial Planner, having completed formal education through the Financial Planning Standards Council.