Ian Wood

My responsibilities encompass comprehensive financial planning, where I employ my expertise in areas such as business succession, retirement income planning, and estate planning. Through meticulous portfolio management and strategic financial guidance, I ensure my clients are well-positioned to meet their financial objectives. I also offer cross-border financial advice, as I am registered as an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States, serving a diverse clientele across jurisdictions.

I am proud to hold esteemed certifications such as the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Master Financial Advisor - Philanthropy (MFA-P) designations, which reflect my dedication to industry excellence and lifelong learning. I am licensed for life insurance in Manitoba, further equipping me to offer comprehensive financial protection to my clients.

My mission is to shape the financial futures of my clients, using my skills and knowledge to guide them toward achieving their financial goals. I am committed to walking this path with them, using a strategic, client-centric approach that fosters a secure future that is uniquely tailored to their ambitions and circumstances.