Taking into account Ian's training and experience, he is uniquely qualified to advise clients and their families about financial and estate planning issues, focusing on preserving wealth.
Ian has served as a Wealth Strategist for over two decades. Along with helping clients achieve their goals, Ian is actively involved in matters involving the community and volunteers on several boards.
Fun Facts about Ian:
- Played varsity basketball for the University of Calgary Dinos and was a founding member of the Dinosaur Basketball Foundation
- Unofficial office ping pong champion
- Even though his physical stature suggests his athletic ability involves speed and strength, he has survived two ½ marathons
- Grew up playing Monopoly
“Serving others in the pursuit of opportunity is my core value. Making a difference is why I chose this career, and having my clients' trust to do so is its own reward.”