Kelvin Ip

Kelvin Ip

  • Certified Financial Planner ®
  • Mutual Fund Representative *

I pride myself in being a partner in my clients' financial success. I build relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan.

The values that motivate my commitment to you:

  • Expertise
  • Objectivity
  • Relevance
  • Familiarity

I look forward to you putting me to the test.

Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.

21900 Westminster Hwy, Suite 210, Richmond, BC V6V 0A8
Phone: 604-592-7550 ext. 248 | Cell: 604-808-1554
Fax: 604-592-7559