My financial knowledge and understanding was very basic, but Ian is a wonderful educator and always takes time and considerable patience to make sure I understand my portfolio and frequently checks in with my financial goals for the future. He has also taken my two daughters under his care as they started their careers and the purchasing of their first homes. It is always a pleasure meeting up with Ian regularly and I am certainly made to feel part of his financial family. I am very grateful for his honest, friendly and expert advice. He and his team always go above and beyond to make me feel financially secure and I trust him wholeheartedly to help me make good financial decisions. Thank you Ian for your friendship and support.
C.B.
Vancouver