Ian Metherell

Ian brings over 25 years of financial experience to each one of his clients. As well as being an Investment Advisor, Ian also holds a Chartered Professional Accounting degree, is a Licensed Insurance Advisor and a CERTIFIED FINANCIAL PLANNER® professional. 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.