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: