Ian specializes in serving individuals, families, holding companies, and foundations with substantial assets by creating customized investment portfolios. Ian takes a client centric approach to investing.
He has been in the investment and banking business since 1996.
He was born in Vancouver and raised in Pitt Meadows. Ian graduated from both Simon Fraser University and the University of the Fraser Valley. Ian holds a BA in Psychology/Communications, a second BA in History, the Chartered Investment Manager (CIM) designation, and the Chartered Financial Planner (CFP) designation.
He joined Genus from HSBC Private Wealth Services (Canada) Inc. For over a decade, Ian has volunteered in the community coaching various levels of hockey, baseball, and basketball. In his spare time, Ian is an avid writer and has been featured in the Daily Hive Vancouver.