As a Certified Financial Planner, Ian brings expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Ian works closely with Paul to develop financial plans and implement wealth management strategies.
Ian has worked for RBC Dominion Securities for 10 years. Prior to joining RBC, Ian worked for a Canadian bank wealth management firm. During this time he has worked with high net worth families, retirees, trusts, corporations and professionals to help them reach their personal and financial goals.
Ian, his wife Glynnie and two young daughters call Hamilton home. Outside of work, Ian can be found spending time with family, trying to stay active and traveling.