PORTFOLIO MANAGER – HARBOURFRONT WEALTH MANAGEMENT
Ian comes to us from Credential Securities where he helped grow their SMA platform to over 1.3 billion in assets in just 5 years. He was a key member of the Investment Strategy Committee which was responsible for modeling portfolios for Advisors. As an accomplished speaker, CFA charter holder, and technical consultant to Portfolio Managers, Ian’s skills, 15 years of experience, and desire to help clients become better off, are a perfect fit for the culture here at Harbourfront Wealth.
Strategic Private Wealth Counsel. Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.
310-15252 32nd Avenue, Surrey, British Columbia, V3Z 0R7
460 Doyle Ave #106, Kelowna, BC, V1Y 2A2
The Strategic Team
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