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Ivy Tsang CFP®, FMA

Certified Financial Planner & Money Coach | Toronto, ON

Ivy Specializes in Assisting:

  • Professionals
  • Couples and Families
  • Individuals (including divorced, separated, widowed)

Ivy Specializes in:

  • Financial Planning
  • Pre-Retirement Planning
  • Retirement and Pension Planning
  • Budgeting and Cash Flow Planning

“Life is busy and complicated and you can only be an expert in so many things. As an advice-only financial planner, I listen to your hopes and dreams and work alongside you to help you achieve them, one step at a time.”

Ivy’s Style

Ivy specializes in delivering customized financial planning advice to busy professionals. She is known as an empathic listener who truly understands her clients and their goals. Ivy is especially adept at navigating life’s biggest transitions, from starting a family to changing careers to ensuring a secure retirement – and everything in between.

Ivy’s Story

Ivy’s journey with financial planning started early in her career, when she first realized that even a sizable income doesn’t necessarily translate into financial freedom. When Ivy and her husband started their life together, they quickly learned first-hand how difficult it is to manage the financial demands of home ownership, raising a family, and saving for the future. She saw that even high-income earners were struggling to find the time and expertise needed to align their money with their goals – and she wanted to help. Ivy pursued the Certified Financial Planner designation in 2007 with the aim of becoming her clients’ expert guide on their journey toward financial success and wellness.

Ivy now has over 20 years of experience helping Canadians navigate their personal finances. In her previous role, Ivy provided retirement planning advice to a wide range of clients and took a special interest in empowering them to make smart financial decisions. Ivy is passionate about financial wellness and is dedicated to supporting each of her clients along their unique path to true financial independence.

Contact Ivy For a Free Consultation