Meet our team

Ian began his career in wealth management in 2007 immediately after completing his undergraduate degree from the University of Victoria. Having worked in the business from a young age and his entire adult life, he offers his clients a unique combination of experience and longevity.

Being in the “sweet spot” of his career, this provides immense stability to his clients while navigating uncertain markets. Ian is passionate about customer service, exceeding client expectations, and building resilient investment portfolios.

When not in the office, Ian enjoys staying active through weight training, golf, and running. His interests include geopolitics, history, art, food & wine.

Jamie comes with great client experience, starting with National Bank Financial in an Operation Administration role in early 2016 and then transitioning to the Associate’s role in September of 2018. She is hard-working and committed to providing the best client service available. She demonstrates a wide range of skills which will help further assist in building, managing, and preserving your wealth.

She was born in Saskatchewan, raised in Alberta, and has found that Victoria is the perfect place for her and her little family. She lives in the North Saanich area with her husband Dan and their fur babies: Briar the Great Dane, Gary the rescue French bulldog, and Murphy the Maine Coon.        

If you have any questions or concerns, she will be more than happy to address them with you.