Team Members

Ian Wood, CFP®, CIM®, MFA-P

Investment Counsellor

Ian joined Cardinal in 2017, and brings with him 13+ years of industry experience.  Ian works directly with Cardinal clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  Ian has earned several industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations.  Ian is registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.

Contact

Ian

INSIGHTS

Reduce Deadline Stress By Making Financial Planning A Year-Round Affair

Ian Wood, CFP®, CIM®, MFA-P
March 15, 2024
INSIGHTS

Savings or Debt?

Ian Wood, CFP®, CIM®, MFA-P
May 5, 2022

Let us show you how.

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