Members

Ilaria Defendi

i2 Wealth - Cross Border Planning

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Insurance Licensed
Ilaria Defendi

Member Bio

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I'm Ilaria - co-founder and cross border planner at i2 Wealth - Cross Border Planning.

With more than 15 years of experience as a financial planner, I’ve gained a reputation among clients as a dependable and trustworthy ally.

My journey to Canada has provided me with a unique perspective, allowing me to empathize with the challenges of moving to a new country. I am dedicated to helping clients navigate these complexities, avoiding costly mistakes and seizing every opportunity.

My career in the financial industry began in Italy and flourished with the pursuit of a post-graduate certificate in financial planning from George Brown College in Toronto. Since then, I have expanded my expertise through diverse roles at multinational corporations and boutique firms, specializing in Canada/US cross-border planning. My areas of expertise include Cross-Border Financial Planning, Tax Planning, Retirement Planning, Estate Planning, and Insurance and Risk Management. My passion is empowering clients to achieve their financial goals through tailored solutions.

I value collaboration and leverage the expertise of fellow professionals. I work with a network of cross-border accountants, lawyers, and investment advisors to ensure seamless integration and alignment in every financial plan.

Outside of work, I cherish time with my partner, stepson, and our beloved cat, Fuffy. I also prioritize regular visits to Italy to reconnect with my parents and friends and immerse myself in the culture that shaped me.

I am passionate about children’s rights, environmental conservation, empowering women, and mentoring the next generation of financial planners. Giving back is central to my values. I have volunteered to assist with tax preparations for women facing socio-economic challenges and supported future financial planners at GBC. These experiences highlight the importance of helping those in need and drive my commitment to positively impacting others’ lives.

Specializations

Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Financial Planning
Insurance Planning
Tax Planning
Retirement Income Planning
Estate Planning
Corporate Tax Planning
Corporate Financial Planning
Corporate Insurance Planning
Executive Compensation
Succession Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

Post Grad Certificate

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

Ontario
Quebec
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