Ian Metherell

Ian Metherell

Senior Wealth Advisor, iA Private Wealth | Insurance Advisor, iAPW Insurance Agency*

Ian is a Co-Founder of Bayshore Wealth.  He is a Senior Wealth Advisor with iA Private Wealth, a part of iA Financial Group.

Ian utilizes his training to integrate Financial Planning with Investment management. He brings over 30 years of financial experience to each one of his clients. As well as being an Investment Advisor, Ian also holds a Chartered Professional Accountant designation and is an Insurance Advisor with iA Private Wealth Insurance Agency*.

After completing his studies at the University of BC, Ian joined a large national accounting firm followed by working in the Finance Department for the City of Vancouver, before he ventured into the world of Investment Advisory.

Ian specializes in Sophisticated Retirement Financial Planning. He integrates innovate Tax Planning with Global Investing and offers unique guidance tailored to each individual’s needs and the needs of their families. He combines the principles of Pension Plan Management into investment portfolios to help achieve the best rates of return with the least amount of risk. His goal is to provide you with a clear, simple and understandable plan that integrates all the elements of tax planning, investment, risk management and cash flow.

*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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