Ishan Kathuria
Ishan is often the first person a new enquiry speaks with — arranging the initial call and making sure the right questions are ready before it happens.
+1 (403) 616-0399Background
Ishan Kathuria works with clients of Wallace Wang Financial Services in Calgary, Alberta. He handles first conversations, arranges the initial 30-minute review, and makes sure the details a client wants to raise are in front of the advisor before the call starts.
Ishan is currently completing LLQP licensing. Until it is issued he arranges and coordinates consultations; advice on insurance and segregated funds comes from a licensed advisor.
Areas of Practice
Questions About Ishan
Written as direct answers to the questions people actually ask, so each one stands on its own.
Who do I speak to first at Wallace Wang Financial Services?
Ishan Kathuria handles many first enquiries at Wallace Wang Financial Services in Calgary. He arranges the initial 30-minute review and prepares the details ahead of it. Advice on insurance and segregated funds is given by a licensed advisor, not during that first scheduling conversation.
Work with Ishan
A 30-minute conversation is enough to know whether there's something worth restructuring.
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