Ian’s certifications include Certified Financial Planner (CFP®) professional, Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA®), Financial Management Advisor (FMA), Trust and Estate Practitioner (TEP). Ian specializes in Integrated Financial Management for Business Owners, tax planning, corporate structures and estate planning.
Ian is also a regular guest lecturer in the MBA program at the Schulich School of Business.
Ian thoroughly understands every aspect of wealth management, but it is more than that. Much more. Ian also has a keen understanding of business and a highly-developed strategic ability that makes him one of the top advisors in the country. Clients say that Ian Garriock is “one of the best in the business”.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.