Ivan Arturo, a certified financial planner at Sun Life, was lured away from his family clothing business in Colombia after studying in Toronto
Ivan Arturo, a certified financial planner with IAB & Associates Financial Solutions Inc., says financial hardship growing up taught him about the importance of money and financial planning. "My parents were school teachers, which wasn’t a high-paying job in Colombia, so they had to find other ways to earn money," he says.
I went to Canada to get a degree in business administration at York University in Toronto. The idea was I might go back to Colombia to help my mother run the business. But, in the end, I saw the opportunities here and realized I wanted to work in banking and do different things. My mom was heartbroken at first, but now my parents spend a few months a year here visiting me.My first full-time job was working in customer service in the telecommunications industry.
20 per cent of your income should go toward savings and investments first, while 80 per cent goes toward expenses. That’s something my wife and I do that I also recommend to my clients. It helps people succeed financially and achieve that financial freedom later in life.I sometimes worry about things I can’t control, like the direction of interest rates or how geopolitical situations can impact my clients’ portfolios.
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