Ian is one of the firm’s in-house advisors who works directly with clients to develop their investment portfolios at Cardinal.  Ian has over 20 years’ experience in the financial services industry, most recently working with high net worth clients providing financial planning in the areas of business succession, retirement income, estate, and philanthropic 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.

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