Team Members

Ian Wood, CFP®, CLU®, CIM®

Assistant Vice-President, Business Development

Ian joined Cardinal in 2017, and brings with him over 13 years of industry experience.  Ian works with business owners and professionals, providing exceptional customer service, analyzing client portfolio holdings and allocations, completing documentation, and researching and selecting individual securities.  Ian has earned several industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations.  Ian is a member of the Canadian Association of Gift Planners and the Winnipeg Estate Planning Council.

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Ian

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