Ian Mooney
Investment Advisor @Worldsource Financial Management
Vancouver, BC, CA
EMAILS
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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