RIA: Certified Ian is a Portfolio Manager, Director, and Vice President of the Firm, and is a member of Odlum Brown’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs.
Ian has completed the CFA designation, which is focused on global investment knowledge, professional standards and ethics. As a Portfolio Manager, he is able to use that knowledge in helping clients meet their financial goals through Portfolio Managed Accounts (PMA).
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Financial planning
- Will & Estate planning
- Taxation planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Ontario
- Quebec