Wealth Planner and Associate Portfolio Manager
Ian brings nearly 10 years of wealth management experience to the HighView team. As a Wealth Planner and Associate Portfolio Manager, Ian works closely with our clients in the design and execution of their investment portfolio and personalized wealth plan.
With a passion for a client-first culture, and the Certified Financial Planner (CFP) designation, Ian ensures to deliver the highest level of ethical and competent service to all HighView families. In addition to his financial planning experience, Ian is also a holder of the Chartered Investment Manager (CIM) designation.
When working directly with HighView clients, Ian embraces the highest standard of care and transparency within the wealth management industry. Taking a personalized and focused approach to all HighView families, Ian stands strongly behind a goal-based, not product-based, financial planning philosophy.