With over 17 years experience in the financial services industry, Ian has always taken a client focused approach to his business. For Ian it’s all about the relationships he has built and the people he has helped over the past 17 years. Ian works with those who wish to bring clarification and security to their financial picture. Balancing all aspects of an individual or families' financial situation can be a complex matter. Ian takes a holistic approach to helping you achieve your goals. Ian has completed several industry related courses including the Canadian Securities Institute’s Canadian Securities Course, Conduct & Practices Course and Professional Financial Planners Course. Ian has also completed The Mutual Funds Course from The Investment Funds Institute of Canada and holds a level two life License. Ian splits his time between offices in Pickering, Ontario and Sarnia, Ontario, helping clients in both areas achieve their financial goals. Ian and his wife Bre enjoy travel, sports, spending time with family and friends, they especially enjoy great outdoors. Follow Me On:
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.