Ian Rahilly, CFA, CFP®
Founder & CEO at Toucan Financial, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Charlotte, North Carolina, United States, US
Languages
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English Native or bilingual proficiency
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Credentials
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Certified Financial Planner (CFP)
Certified Financial Planner Board of Standards, Inc.Dec, 2022- Oct, 2024 -
Chartered Financial Analyst
CFA InstituteSep, 2012- Oct, 2024
Experience
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Toucan Financial, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Founder & CEO
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Sep 2022 - Present
We offer impartial, holistic advice at a fraction of the cost of traditional providers. Our goal is to become your trusted partner for comprehensive, value-driven financial planning, advice, and investment management. We offer impartial, holistic advice at a fraction of the cost of traditional providers. Our goal is to become your trusted partner for comprehensive, value-driven financial planning, advice, and investment management.
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Senior Financial Advisor, Portfolio Manager
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Jun 2021 - Aug 2022
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J.P. Morgan Private Bank
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Financial Services
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700 & Above Employee
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Client Advisor, Financial Sponsors Group
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Aug 2015 - Jun 2021
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RBC Capital Markets
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Canada
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Investment Banking
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700 & Above Employee
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Associate, Global Equity
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Aug 2010 - Feb 2013
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Associate, Mortgage Investment Group
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Feb 2010 - Aug 2010
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Analyst, Supranational, Sovereign & Agency Debt Capital Markets
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Sep 2008 - Feb 2010
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Education
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2013 - 2015
Columbia University
Masters of Business Administration, MBA -
2003 - 2007
Trinity College
Bachelor's Degree
