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Ian is a CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwirter alongside being a Registered Retirement Analyst® and a Registered Retirement Consultant®, enabling him to offer top-tier financial planning advice to clients and helps families develop a detailed, written Financial Plan.Ian helps small business owners and multi-generational families grow and maintain their wealth through various financial, tax and insurance planning strategies. 

Suite 100-210 Martindale Road