Ian has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 20 years in the financial sector. Ian has obtained the Master of Business Administration (MBA) degree from Queen’s University in Kingston.
In addition to this, he holds the Certified Financial Planner (CFP®) designation, the Financial Management Advisor (FMA) designation and has completed Canadian Securities Course through the Canadian Securities Institute. Memberships include the Financial Planning Standards Council.