With a 50th industry anniversary coming on November 1st of 2021, Ian is an acknowledged leader and sought-after presenter. After starting on the administrative side of the house, he moved into the field in 1976 and completed the Life Underwriters Association Training Course in 1979 along with the LUAC Financial Planning Skills Course. Throughout his career, he has attended numerous Schools in Agency Management and Sales Management through the Life Insurance Marketing Research Association. He obtained his Chartered Life Underwriter (CLU) in 1987 while also completing his Investment Funds Institute of Canada Mutual Fund qualification and 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 (Head Office underwriter qualification) and in 1993 he completed his Associate, Customer Service designation program through the Life Office Management Association.
In 1997, he qualified as a Certified Financial Planner (CFP) and also completed his courses and exams to obtain the Associate, Insurance Agency Administration designation. In 1999, he completed the study and examinations to qualify as a Trading Officer, Partner and Director for Mutual Funds with the BC Securities Commission and the Mutual Fund Dealers Association. As a result, he is also qualified as a Trading Officer Partner or Director for Mutual Funds, a Branch Compliance Manager and Head Office/Provincial Compliance Officer. Additionally, he is an Associate Member of the Association of Certified Fraud Examiners. Earlier in 2016, he successfully completed the ETF Marketing course through the Canadian Securities Institute. He is currently completing course work for the Registered Retirement Consultant (RRC) designation.
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. As the past-Senior Editor and a Contributing Writer to MONEY MAGAZINE, Ian is recognized throughout the financial services community in Canada. He also teaches a wide range of financial industry qualification and designation courses through Ashton College in Vancouver (HLLQP, CIFC and the CLU, CHS and CFP programs). As a strong supporter of both ADVOCIS and the Financial Planners Standards Council, Ian is active in both, having served as the BC Quarterback for the IAFE for 4 and a half years and was a Member of the Disciplinary Hearing Panel for the FPSC for 2015 through 2017 inclusive.
As a Marketing Director and Financial Planner with Custom plan Financial Advisors Inc., Ian uses his qualifications to expand advisors’ proficiency in both operating their businesses effectively and serving the needs of their clients. He can be reached by email at [email protected] or by phone at 604.888.3078. Additionally, he is the Branch Compliance Manager for Monarch Wealth and Marketing Director CFA associates who do business through Monarch Wealth Corporation – an MFDA dealer.
Ian is licensed in BC, AB, SK, ON, NB, NS , NFLD/LAB and works with clients in all these provinces. He is also a Registered Deposit broker and a member of ADVOCIS, Independent Financial Brokers, RDBA, and a Life Member of MDRT.