Ilaria is a Senior Cross Border Wealth Planner.
Ilaria Defendi is a Senior Cross Border Wealth Planner at MCA Cross Border Advisors Inc. She has obtained the Certified Financial Planner® (CFP), Certified Investment Manager (CIM), and the USA Chartered Retirement Planning Counselor (CRPC) designations. Ilaria has over 10 years of international experience in the financial industry, with expertise in retirement planning, portfolio strategies, risk management, and cross border Canada/US financial planning.
Ilaria is an excellent advisor and communicator, who engages with her clients and listens to their concerns & needs to offer the most appropriate personalized recommendations. She has a keen interest in sustainable investing, disruptive technologies, and continuing education, and she brings a progressive and global perspective to her clients. Prior to joining the team at MCA, Ilaria gained experience developing comprehensive financial plans for high and ultra high net worth clients, integrating personal & business strategies and multigenerational solutions.
After relocating to Canada from Italy, she made financial planning the focus of her profession pursuing a post-graduate certificate in financial planning from George Brown College. Additionally, Ilaria is actively involved in training the next generation of planners by teaching at the same program she attended at George Brown College.
- Post-graduate Certificate, George Brown College, 2015
Certifications & Memberships
- Certified Financial Planner® (Canada)
- Life and A&S Insurance Agent, FSRA
- Registered Representative, IIROC
- Chartered Investment Manager, CSI
- Chartered Retirement Planning CounselorSM, College for Financial Planning – USA
CROSS BORDER PROFESSIONALS
Client Services & Administration Specialist