Ian Gawel

Financial Security Advisor Offering Life, Health, Group Insurance and Investments at Desjardins Financial Security Independent Network
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Contact Information
Location
CA

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5.0

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Andrew Pike, CPA, CMA

I have had the pleasure of knowing Ian both personally and professionally for many years in which we shared knowledge and insight on a wide range of financial topics. I find Ian to be highly knowledgeable and open when discussing the various options, trends, opportunities, and differing points of view. I would recommend Ian to anyone seeking open, honest, and sound financial advice, knowing that Ian diligently works to provide an extremely positive relationship and experience. Ian goes that extra step in branching out and seeking additional information and advice to ensure a complete collection of options and facts.

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Experience

    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Financial Security Advisor Offering Life, Health, Group Insurance and Investments
      • 2005 - Present

      Pensions, RRSP's, RESP's, TFSA's, LIRA's, LIF's, IPP's and Non-Registered Plans. Life insurance, critical illness insurance, health plans, mortgage insurance, disability insurance plans and estate planning. Group health plans, group pension plans, insurance funding solutions for buy-sell agreements. I am licensed to offer life and health insurance in the province of Ontario. Pensions, RRSP's, RESP's, TFSA's, LIRA's, LIF's, IPP's and Non-Registered Plans. Life insurance, critical illness insurance, health plans, mortgage insurance, disability insurance plans and estate planning. Group health plans, group pension plans, insurance funding solutions for buy-sell agreements. I am licensed to offer life and health insurance in the province of Ontario.

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Investment Fund Advisor*
      • 2005 - Present

      I am registered to offer mutual funds in the province of Ontario. *Mutual funds are distributed through Desjardins Financial Security Investments Inc. I am registered to offer mutual funds in the province of Ontario. *Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Education

  • George Brown College
    Diploma, Financial Planning Management
    2001 - 2004

Community

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