Ian’s certifications include CERTIFIED FINANCIAL PLANNER® professional, Chartered Life Underwriter (CLU®), and Trust and Estate Practitioner (TEP). Ian specializes in Integrated Financial Management for Business Owners, tax planning, corporate structures and estate planning.
Ian is also a regular guest lecturer in the MBA program at the Schulich School of Business. In 2022, Ian was named as an Ontario Top Wealth Advisor in the rankings produced by The Globe and Mail and SHOOK Research.
Ian thoroughly understands every aspect of wealth management and has a deep knowledge of the business and a highly developed strategic ability.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.