CFA, FEA
Investment Advisor, Associate Portfolio Manager
Ian is an Investment Advisor with the Rosedale Family Office. Prior to joining the Rosedale Family Office, Ian spent many years with 1832 Asset Management working with advisors to help develop and guide their asset allocation decisions. As a result, he has extensive knowledge of various investment products and risk management strategies to enhance client portfolios. Prior to joining the financial world Ian worked internationally as an environmental consultant and ran his own small business. Ian graduated from the University of Guelph with honours in Biology in 2011, received his Chartered Financial Analyst designation in 2018 and has his options and derivatives license. Ian is an avid learner and enjoys expanding his knowledge of the financial world. When not in the office, Ian is a member of the neWCHapter at Women’s College Hospital or he can be found skiing or playing basketball.