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, 13 years of experience, and desire to help clients become better off, are a perfect fit for the culture here at Harbourfront Wealth.
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