THOR Financial

Ian Currie

Senior Insurance & Estate Planning Advisor

Ian brings more than 16 years of financial industry experience to this role. He has worked on the High-Net-Worth planning teams at two of Canada’s largest banks.

Ian specializes in working with High-Net-Worth professionals (doctors, dentists, surgeons, accountants, lawyers, business owners, etc.) and understands their unique challenges & opportunities.

Every client has a unique situation. This is why Ian takes the time to truly understand what is important to the clients he works with, by taking them through a detailed discovery process. A thorough discovery leads to a complete understanding and resulting strategy recommendation.

Ian will work with your existing advisors (accountant, lawyer, investment advisor, banker, etc.) whenever necessary.

Estate planning is multi-generational planning. Therefore, Ian is happy to work with your whole family and often facilitates family meetings.

What Ian can do for you:

  • Customized Life Insurance, Disability Insurance, and Critical Illness plans
  • Partnership buy/sell funding
  • Key-person insurance
  • Executive Benefits
  • Tax planning:
    • Passive Income Tax
    • Corporate Estate Tax
    • RRSP/RRIF Tax to your estate
    • Retirement Income
  • Maximizing Charitable Giving
  • Disability Income Planning
  • Asset Protection due to illness
  • Business Succession Planning

Contact Ian Currie
780-246-8773
#435, 450 Ordze Road
Sherwood Park, AB T8B 0C5

HEALTH SPENDING

INSURANCE SOLUTIONS

THOR Financial

THOR Insurance