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 a member of the Canadian Association of Gift Planners. Ian is registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.