With 25 years of industry experience, Ian co- founded the PFP Group in 2000. As the senior partner, Ian is responsible for leading the strategic direction of the firm. He plays a key role in investment management and is always looking to create a client-centric model in our service offering.
As the leader of a group of high-level professionals, Ian gauges his own success with the satisfaction of his clients. Bringing with him institutional level management experience in dealing with pension funds, corporate treasurers and international investors, Ian used his knowledge to build a motivated and dynamic team that not only invests well but also communicates well.
As a Portfolio Manager, Ian has extensive knowledge in fixed income, derivatives, risk management and yield enhancement. His 3-year assignment in Singapore has helped him to gain many insights into the macro-global financial markets. Furthermore, in working with various financial teams, Ian developed his expertise in making tactical investments and designing asset allocation strategies. He enjoys seeing his clients’ hard-earned capital being invested in the most efficient and effective manner.
As a veteran in the financial services industry, Ian holds professional designations including Canadian Investment Manager and Portfolio Manager. He also earned an Engineering degree and a MBA. In his leisure time, Ian enjoys golf and skiing.