With a solid foundation earned through a degree from the Richard Ivey School of Business at the University of Western Ontario – one of Canada's finest – Ian began his career in the financial services industry in 1994. As an investment advisor for more than 15 years, he has helped navigate clients through some of the most historic economic challenges to have ever faced Canadians. Formerly self-employed himself, Ian offers a unique understanding of the needs of the small business owner and accredited professional alike. Ian's extensive experience in financial planning for affluent individuals is a key strength he brings to all of his client relationships.

With over 30 years of experience in the investment industry in the capacity of Investment Advisor Assistant, Linda is an integral part of my business. She has been licensed in the industry since 1983, and as such is adept at handling any and all inquiries, from administrative issues to the trading of securities. Originally from Montreal, Linda is fluent in English, French and Italian. She resides in Oshawa with her husband and family.