Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Xin Luo

CMT, CFA
Financial Advisor

Having successfully achieving the Chartered Financial Analyst® (CFA) designation, Xin Luo’s investment knowledge and professional expertise enables him to create customized pe...

X

Xin Luo

CMT, CFA
Financial Advisor

Having successfully achieving the Chartered Financial Analyst® (CFA) designation, Xin Luo’s investment knowledge and professional expertise enables him to create customized personal financial plans for people and to give them peace of mind knowing they can achieve their financial goals.
Xin understands the confusion that people have about finance. He focuses on educating people about the strategies and programs available to them, helping them navigate through the complex financial maze.

His advice is based on the sound principles of investment, insurance and health care. The ongoing service and education he provides ensures that he will always meet client's needs in light of ever changing personal and economic circumstances. Xin is devoted to provide you with truly unbiased and customized professional advice.

As a proud father of three children, Xin understands the demands of today's family and the importance of developing a balanced life as well as a workable financial plan.
Xin graduated from the Tsinghua University in China.

Areas of focus

Investment Planning 

Wealth Accumulation 

Young Professionals 

Tax Saving Strategies 

Retirement Planning 

Term & Permanent Insurance Strategies 

Critical Illness, Disability & Long-Term Care Insurance Programs

In his leisure time, Xin enjoys many activities including basketball, badminton, table tennis, biking, hiking, and traveling.

 

Insurance products available through Xin Luo.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.