Investment Management & Financial Planning

We're a boutique firm in Vancouver that wants to help individuals, families, and businesses become financially effective.

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Independent Advice

Your financial goals are our priority. Clients come to Collings for third party financial advice because, unlike most banks, we have no hidden agenda to sell you other products.

Certified with 10+ Years Experience

Ian Collings is a Certified Financial Planner (CFA) with 10+ years experience helping individuals and businesses achieve their financial goals.

Peace of Mind

You've got enough on your plate as it is - let us help. With the client's verbal okay, we can execute portfolio changes so you have one less thing to worry about.

How can we help you?

Prepare for Retirement
Minimize Tax Burdens
Understand your Portfolio Risk

Get Started

  • Initial Consultation Meeting

    We never charge for initial consultations. It's a chance to get to know you and for you to get to know us.

  • Proposal Meeting

    Here, we review what we’ve learned and demonstrate the ways in which you’ll be assisted in working with us.

  • Sign-up Meeting

    Clients are never locked in but moving forward with any element of planning involves a commitment to some actions needing details on the strategies going forward and paperwork.

  • Regular Review Meeting

    Even once our clients are on track, we like to review how things are progressing with them and update the plan accordingly.

 

Contact Ian to see if Collings Financial is the right fit for you.
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Why Clients Choose Ian

  • C.D., Geologist & Business Owner

    "Fee based approach which in my opinion allows me to “let my guard down” and trust Ian as an advisor.  Opposite is the case with commission –based advisors (eg at the bank) where I could not fully trust.”

    C.D., Geologist & Business Owner
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  • N.S., Retired Marine Engineer

    "[Was] looking for someone that could provide recommendations and not just push their own company’s products. We like him that he has a sound financial background (CFA)… he attended university on a Track scholarship, as it tells me something about his character."

    N.S., Retired Marine Engineer
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  • B.V. Accountant & Business Owner

    "Wanted an advisor who was focused on my financial objectives compared to prior advisor who wanted to change strategy too frequently."

    B.V. , Accountant & Business Owner
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Contact Ian for a Free Consultation

The first consultation is always free. Please contact us if you have questions about your financial situation or would like to arrange a meeting with Ian.