CFP®, CLU®, TEP
Conseiller en gestion de patrimoine principal
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.
Ian thoroughly understands every aspect of wealth management and has a deep knowledge of the business and a highly developed strategic ability.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.