Ian Mooney

Investment Advisor @Worldsource Financial Management

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Investment Advisor @Worldsource Financial Management

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Vancouver, BC, CA

EDUCATION

2014 — 2019

Financial Planning Standards Council

Certified Financial Planner, Financial Planning and Services

2007 — 2009

British Columbia Institute of Technology

Mining Engineering Technology, Mining & Mineral Exploration

SKILLS

MarketingFinancePortfolio ManagementPetroleumRetirement PlanningRisk ManagementIron OreMiningLeadershipTeam LeadershipDue DiligenceMineralsFinancial PlanningWealth ManagementManagementFinancial ServicesInvestmentsInsuranceMetallurgyCustomer ServiceMineral Exploration

ABOUT IAN MOONEY

I\'m an independent Certified Financial Planner and Partner in McLeod Mooney Certified…

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Ian Mooney — Investment Advisor at Worldsource Financial Management in Vancouver, BC, CA | Unifers