Ian is one of our in-house advisors who works directly with clients to develop their investment portfolios at Cardinal. He has more than 20 years of experience in the financial services industry. He specializes in providing financial planning to high-net-worth clients in business succession, retirement income, estate and philanthropic planning.

Ian has earned several industry certifications, including the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. Ian is registered as both an advising representative (AR) in Canada and an investment adviser representative (IAR) in the United States.

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