Customplan Financial

Background

CD, CFP®, CLU®, CHFC, LSSWB
Senior Financial Planner Canada US

Ian is our Senior Financial Planner for the Cross Border serving the Canadian and US clientele. Ian brings over four decades of experience in the industry, providing a unique perspective to the world of Financial and Life Planning. Among his many achievements he has obtained his Chartered Life Underwriter designation (1987) Fellowship in the Life Management Institute with a specialty in Financial Services. In 1989, he was awarded the Chartered Financial Consultant designation. In 1992, he qualified as an Associate of the Academy of Home Office Life Underwriters and in 1993 he completed his Associate, Customer Service designation program through Life Office Management Association.

In 1997, he qualified as a Certified Financial Planner® and also completed his courses and exams to obtain the Associate, Insurance Agency Administration qualification. Ian has been a senior member of various Financial Institutions in Canada ranging from Vancity Credit Union where he served as a the Manager for Wealth Protection to Sun Life Insurance company of Canada, where he served as the Manager for Training Systems and Development. Additionally, he is an Associate Member of the Association of Certified Fraud Examiners.

Long known as an innovative, creative and forward thinker in the financial services world, Ian enjoys the challenge of learning new material and planning for the future evolution of our profession. He also serves as a professional consultant to PlanPlus Inc., a recognized world-leader in financial and life planning software development and distribution. His skills and knowledge are further acknowledged by Ashton College where he is a part-time faculty member teaching a range of topics involving investing, financial and life planning, risk management, personal and estate taxation and related legal topics. He also serves the industry through ADVOCIS and the Institute for Advanced Financial Education by promoting continuing education and delivering timely workshops and seminars on a wide range of financial topics.

Ian is an expert on the Cross-Border Financial Planning process and joins other senior experts from our partners at Customplan Financial Advisors to serve the needs of Expatriate and Snowbird Canadians across Western Canada. On his free time Ian spends time with his wife and family as well as manages to continue giving back to the community by serving veteran as the Wing President and Treasurer for the Air Force Association of Canada at the 801 Wing based in Vancouver, B.C.