Ian R. Whiting

Vancouver @Advocis

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

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WORK HISTORY

Present

Vancouver @Advocis

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EDUCATION

2012 — 2013

The Lean Six Sigma Way

LSSWB, Lean Six Sigma

1987 — 1987

ADVOCIS/LUAC

Certificate, Financial Planning Skills Course

1973 — 1974

George Brown College

Certificate, Human Resources Management

1978 — 1978

LIMRA School in Sales Management

Completed, Sales Management

1972 — 1999

Various

CFP, CLU, CH.F.C., FLMI(FS), ACS, AIAA, AALU, Insurance and Financial Planning

1968 — 1970

Carson Graham Senior Secondary

High School Graduate, Sciences

1970 — 1971

University of British Columbia

Sciences

1977 — 1977

ADVOCIS/LUAC

Certificate, LUATC II

1984 — 1985

LIMAC

Completed, Agency Management Training Course

SKILLS

Mergers & AcquisitionsEntrepreneurshipPublic SpeakingEstate PlanningRetirementStrategic Financial PlanningInvestment AdvisoryManagement ConsultingForward-ThinkingStrategic PartnershipsDisability InsuranceTrainingProfessional EthicsFinancial AdvisoryOrganizational EffectivenessWealth and Finance ManagementLeadership DevelopmentInvestment StrategiesFull-Service Financial PlanningProduct MarketingLife InsuranceFinanceCreative WritingTeam BuildingManagementFinancial ServicesMfda Compliance - Branch and CorporateBusiness PlanningBloggingLeadershipWealthMarketingRetirement PlanningBusiness StrategyFinancial PlannersMutual FundsRisk ManagementFinancial PlanningEditingProject Management

ABOUT IAN R. WHITING

A talented and engaging speaker on a wide-range of topics, Ian\'s presentations stimulate the audience to challenge their pre-conceived beliefs & open their minds to innovative solutions & new business opportunities. A highly accomplished, innovative management specialist with business revitalization & financial leadership expertise who operates most effectively in performance-focused organisations. He provides direction & consultation on key projects to maximize results, curtail risks & achieve organizational objectives. Advanced experience & knowledge in developing & applying financial controls, introducing new technology, streamlining operations & facilitating aggressive financial plans. Strong ability to grow, develop and lead professional planning teams with enhanced skills and excellent profitability is a KPI for Ian. A strong, proven communicator with advisors, staff and clients. Takes complex ideas and concepts and makes them easily understandable.\"Ian is one of those rare people that possess so many qualities and talents that it is hard to pick just one. He is passionate, engaging, matches theory with active and actual practice and as a result has a proven and substantial record of success. He is definitely advisor-focused and has a sense of humour and delivery system that is always fun and engaging. He simplifies the complex topics in the business world and makes them easy to understand and thus can relate to any audience. Always in motion and thought provoking but blends the conceptual and practical experience of his long career in the business world to make his comments practical and useful. Bottom line is he is a very bright individual but watch out for that twinkle in his eye!\" David Powell, Business Consultant, Main Platform Speaker

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Ian R. Whiting — Vancouver at Advocis in Langley, BC, CA | Unifers