Ian has over 14 years’ experience in financial services, characterized by a fusion of academic proficiency and practical experience. Armed with a B.Com in Accounting and a CFP certification, Ian specializes in holistic financial planning with a focus on investments and wealth management. Catering primarily to young professionals and business owners, Ian is dedicated to providing tailored financial solutions that align with each client's unique goals and circumstances. Beyond offering advice, Ian prioritizes client education, empowering individuals to understand and navigate their financial journey with confidence. With a steadfast commitment to service excellence, Ian serves as a trusted guide in helping clients achieve long-term financial security and prosperity.