John Ly, CFP®, CLU®, CEA

Principal, Certified Financial Planner

John Ly embarked on his financial industry career in 2015, rapidly recognizing the critical role that a robust insurance foundation plays in comprehensive financial planning. Demonstrating exceptional performance, he was honored with the Rookie of the Year award in 2016.

Currently, John specializes in advising successful business owners and professionals, focusing on corporate financial planning tailored to meet the dynamic needs of his clients’ personal and business endeavors. He collaborates closely with corporate clients, their accountants, and tax-planning partners to ensure seamless and cohesive financial strategies.

John holds the designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Executor Advisor (CEA), and is actively pursuing his Chartered Investment Manager (CIM®) designation.

Since 2018, John has been recognized as an Elite Gold Manulife Advisor. His achievements also include qualifying as a Million Dollar Round Top of the Table member since 2022, and previously as a Court of the Table member in 2021 and 2020, and a Qualifying member in 2019 and 2018. Additionally, John’s field underwriting skills have been highlighted in case studies at international conferences.

Email Address: john@vantagefg.ca