Ian Fitz-Gerald

Ian Fitz-Gerald has 27 years of dedicated service experience as an investment advisor and senior portfolio manager at RBC Wealth Management. His expertise lies in crafting personalized and conservative wealth management and investment strategies, using the immense inventory of resources within RBC Dominion Securities, fine-tuned to safeguard and secure his clients' financial futures long term.

Ian has worked for years to develop a comprehensive understanding of his client’s specific needs and goals. When Ian examines issues such as income/asset protection, estate and wealth transfer, risk management, business succession, retirement funding, family issues and philanthropy, he is able to lay out a life-long financial blueprint for his clients.

Wealth isn't just about having assets; it's about maintaining and growing them despite market fluctuations. With an ever-changing financial landscape, expert guidance is crucial. Ian provides that steadiness, coupled with a unique customized approach, ensuring your investments withstand the test of time so you can meet your personal financial goals.

So would you be a client who would possibly benefit from working with Ian?

Let's see…Are you someone who currently falls into one of the following categories?

If you can relate to one of these scenarios, than Ian would invite to you sit down over a coffee so he can best determine a course of action that will help to give you and your loved ones some peace of mind. You've worked hard to build what you have…helping to preserve & grow these assets is Ian's job.

• An individual who typically 'errs on the side of caution'
• An investor looking for tax-efficient monthly income to pay bills & support their lifestyle
• A senior looking for improved returns outside of Guaranteed Investment Certificates
• A client wishing to preserve their investment portfolio so not to outlive their wealth

Send Ian a message to discuss how he and his team can build a complimentary customized wealth management plan tailored to your unique financial goals, with the security and growth you require.