Ian has provided wealth management services and strategies to high- and ultra-high-net-worth individuals and families since 2000. Prior to working at RBC Wealth Management, he worked at Merrill Lynch. Continuously striving to help clients meet their individual goals and objectives, he works tirelessly to deliver the highest level of personal attention and care to every client he works with.
Ian enjoys working with clients to identify their individual financial goals and focuses on building and implementing customized plans to help them achieve those goals. He incorporates a three-pillared approach to wealth management—goals based planning, investment management and banking services. Using RBC Wealth Management’s WealthPlan, Ian is able to help clients understand what is potentially achievable based upon their goals, liquidity needs, time horizon and risk tolerance.
Ian is a qualified senior portfolio manager – portfolio focus who, along with providing traditional advice and guidance, can help clients pursue their individual objectives by building and managing their own personalized strategies. This may incorporate individual stocks and bonds, RBC model portfolios, and third-party investment strategies. When servicing clients through RBC’s investment advisory program, a portfolio manager may manage his strategies on a discretionary basis.
Ian resides in South Portland with his wife and three children. Ian and his family enjoy hockey, golf and traveling.
