Ivo is a Chartered Financial Analyst® with deep technical knowledge and a disciplined approach to investment and financial planning. As a CFA® charter holder with a Bachelor of Commerce (Honours) degree from UBC, he brings a strong foundation in financial analysis, portfolio management, and economic insight—skills he uses to help clients make informed, confident decisions about their wealth.
With experience spanning investment analysis and portfolio management, his approach is thoughtful, pragmatic, and grounded in a deep understanding of capital markets and personal finance.
Outside of work, Ivo enjoys hiking & working out, bringing the same focus and curiosity to his personal pursuits as he does to his client relationships.
Ivo is committed to delivering clear, tailored advice built on trust and long-term perspective.
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