CFP®
Conseiller en gestion de patrimoine principal
Ian understands every aspect of wealth management and has a deep knowledge of the business and a highly developed strategic ability.
Ian’s certifications include CFP® designation and the Chartered Life Underwriter (CLU). Ian specializes in Integrated Financial Management for business owners, tax planning, and corporate structures. Ian is a regular guest lecturer at the Schulich School of Business MBA program at York University.
When not at work Ian enjoys skiing, track days with vintage cars, helping his brothers with vintage tractors and vehicle restoration and working with his wife on their Niagara-on-the-Lake property.