Ian Candfield
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Ian Candfield Email & Phone Number

Conseiller principal en patrimoine | Senior Wealth Advisor at CIBC Wood Gundy
Location: Greater Montreal Metropolitan Area, Canada 3 work roles 3 schools
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Current company
Role
Conseiller principal en patrimoine | Senior Wealth Advisor
Location
Greater Montreal Metropolitan Area, Canada
Company size

Who is Ian Candfield? Overview

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Quick answer

Ian Candfield is listed as Conseiller principal en patrimoine | Senior Wealth Advisor at CIBC Wood Gundy, a with 2017 employees, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Ian Candfield.

Ian Candfield previously worked as Investment Advisor at Merrill Lynch and Investment Advisor at Midland Walwyn Inc. Ian Candfield holds Certificate In Accounting And Finance from Mcgill University.

Company email context

Email format at CIBC Wood Gundy

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CIBC Wood Gundy

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Profile bio

About Ian Candfield

J’offre aux clients fortunés une expérience de placement très structurée et facile à comprendre pour les aider à atteindre leurs objectifs de placement. Je combine la gestion de portefeuille ajustée au risque avec la planification financière et successorale écrite. J’offre également des solutions pour réduire au minimum les impôts. De plus, je contribue à assurer la coordination de votre équipe de professionnels, de comptables, de notaires, d’avocats, etc., afin qu’ils prennent les meilleures décisions possibles en votre nom. Si vous ne disposez pas d’une équipe de professionnels, je serai heureux de vous présenter le membre approprié de mon groupe de partenaires de réseautage. Il y a plus de dix ans, j’ai cofondé le groupe afin d’offrir des conseils professionnels coordonnés au nom de mes clients. Le fait de savoir que j’ai aidé mes clients de longue date à vivre une retraite heureuse me motive. Je suis très fier de voir mes clients retraités partir pour des vacances de rêve, acheter un chalet, contribuer à financer les études de leurs enfants ou l’achat de leur première maison. J’aime vraiment travailler avec des personnes qui apprécient les conseils professionnels, des personnes qui comprennent qu’il faut de la discipline et de la cohérence dans la prise de décisions pour atteindre leurs objectifs. _______I Provide affluent clients with an investment experience that is highly structured and easily understood to ultimately help them achieve their investment goals. I combine Risk Adjusted Portfolio Management with Written Financial and Estate Planning. I also provide solutions to minimize taxation. In addition I help to coordinate your team of professionals; Accountant, Notary , Lawyer etc. so that the best possible decisions are made on your behalf. If you do not have a team of professionals I will happily introduce you to the appropriate member of my Partners Networking Group. I co-founded the group over ten years ago to provide coordinated professional advice on my clients behalf. I am motivated to know that I have helped my long- serving clients achieve a successful and enjoyable retirement. I take great pride In seeing my retired clients take dream vacations or purchase a vacation home.I truly enjoy working with those individuals who appreciate professional advice. Individuals who understand it takes discipline and consistency in decision making to arrive at one's goals. https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf

Listed skills include Investments, Portfolio Management, Risk Management, Estate Planning, and 13 others.

Current workplace

Ian Candfield's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Conseiller principal en patrimoine | Senior Wealth Advisor
canada
Employees
2017
AeroLeads page
3 roles

Ian Candfield work experience

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Conseiller Principal En Patrimoine | Senior Wealth Advisor

Current

Montreal

Portfolio ManagementFinancial and Estate Planning Risk ManagementInsurance ServicesSocially Responsible Investing (SRI)

Jan 2001 - Present

Investment Advisor

Montreal, Canada Area

Jan 2000 - Dec 2000

Investment Advisor

Midland Walwyn Inc

Montreal, Canada Area

Jan 1997 - Dec 1999
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

3 education records

Ian Candfield education

Bachelor Of Commerce (B.Com.), Business Administration And Management.

Activities and Societies: Varsity soccer.

FAQ

Frequently asked questions about Ian Candfield

Quick answers generated from the profile data available on this page.

What company does Ian Candfield work for?

Ian Candfield works for CIBC Wood Gundy.

What is Ian Candfield's role at CIBC Wood Gundy?

Ian Candfield is listed as Conseiller principal en patrimoine | Senior Wealth Advisor at CIBC Wood Gundy.

Where is Ian Candfield based?

Ian Candfield is based in Greater Montreal Metropolitan Area, Canada while working with CIBC Wood Gundy.

What companies has Ian Candfield worked for?

Ian Candfield has worked for Cibc Wood Gundy, Merrill Lynch, and Midland Walwyn Inc.

Who are Ian Candfield's colleagues at CIBC Wood Gundy?

Ian Candfield's colleagues at CIBC Wood Gundy include Alisha Watts, Jim Grant Cfp Fma Sti Cpca Cim Fcsi, R.N S., Anne-Marie Isaacson Clu, Chs, and Adena Audet.

How can I contact Ian Candfield?

You can use AeroLeads to view verified contact signals for Ian Candfield at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Ian Candfield attend?

Ian Candfield holds Certificate In Accounting And Finance from Mcgill University.

What skills is Ian Candfield known for?

Ian Candfield is listed with skills including Investments, Portfolio Management, Risk Management, Estate Planning, Finance, Portfolio Risk Management, Tax Effective Investing, and Financial And Estate Planning.

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