Ian Bagnell

Investment Advisor

With over 20 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 20 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 Southwestern Ontario and the Greater Toronto Area, 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.