Ian is a managing partner in the office with over 35 years of financial planning experience. Ian has established an impeccable reputation as one of Canada’s leading financial consultants. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and is also a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Planning Professionals®. Ian also holds the Elder Planning Counselor designation. Ian is available for private consultation and public speaking engagements.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.