IDC Worldsource Insurance Network Inc.
Ian Mooney is a seasoned financial professional with extensive experience in financial planning and investment consultation. As a Partner and Certified Financial Planner at McLeod Mooney since October 2020, Ian specializes in pension and group Registered Savings Plan consultation, particularly for Canadian controlled organizations. Ian's diverse experience includes roles as an Investment Funds Advisor at Investia Financial Services Inc. and an Associate at IDC Worldsource Insurance Network Inc., alongside a previous tenure as an independent Financial Advisor at Customplan Financial Advisors Inc. Ian also founded Element Integrated Financial Solutions, focusing on comprehensive financial management integrating taxation, investments, and risk management strategies. Earlier roles include Business Development Manager for Acme Laboratories Ltd. and Inspectorate, contributing to expertise in sales and marketing in the scientific sector. Ian holds a degree in Mining Engineering Technology from the British Columbia Institute of Technology and is a Certified Financial Planner, having completed formal education through the Financial Planning Standards Council.
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IDC Worldsource Insurance Network Inc.
IDC Worldsource Insurance Network Inc. (IDCWIN) is dedicated to setting the benchmark for service excellence. We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders. By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities. IDCWIN is a company with a sound and stable history; from our firm beginnings we have grown to serve over 2,000 insurance advisors, who sell products from all major life insurers and have over $1.5 billion in segregated fund assets under administration. We are one of three divisions under the Worldsource umbrella, a fully integrated wealth management company that is focused on building financial prosperity and delivering a full range of financial services.