Ian R. Whiting

Ian R. Whiting is a seasoned professional in financial planning and management with extensive experience across several organizations. Currently serving as Branch Manager at Monarch Wealth Corporation since May 2019, Ian oversees training, compliance, and marketing for mutual fund advisors across multiple provinces. As Marketing Director and Financial Planning Consultant at Customplan Financial Advisors Inc. since July 2013, Ian works closely with advisors to enhance service delivery using advanced planning tools. Additionally, Ian has a strong freelance presence providing financial planning services and has been a committed member of Advocis since 1976, contributing to various committees and educational initiatives. Ian's educational background includes numerous designations in financial and insurance planning, supported by certifications in Lean Six Sigma and various advanced training courses.