About Ian
With the growing complexity of financial planning, investments and circumstances surrounding expats, Ian leverages his knowledge and expertise to help advisors and clients develop a comprehensive plan to reach their goals. This gives them a personalized approach that helps them be more confident in their future.
Ian has over 10 years of experience in financial services with a focus on strategic planning and technical implementation. Outside of work, Ian enjoys competitive sports as well as time outdoors at the family cottage.
About us
Meet our people
