Conseiller Principal En Patrimoine | Senior Wealth Advisor
CurrentPortfolio ManagementFinancial and Estate Planning Risk ManagementInsurance ServicesSocially Responsible Investing (SRI)
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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.
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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.
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Montreal
Portfolio ManagementFinancial and Estate Planning Risk ManagementInsurance ServicesSocially Responsible Investing (SRI)
Montreal, Canada Area
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Alisha Watts
Colleague at Cibc Wood GundyGreater Toronto Area, Canada
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JG
Jim Grant Cfp Fma Sti Cpca Cim Fcsi
Colleague at Cibc Wood GundyEdmonton, Alberta, Canada
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R.N S.
Colleague at Cibc Wood GundyCanada
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AI
Anne-Marie Isaacson Clu, Chs
Colleague at Cibc Wood GundyGreater Toronto Area, Canada
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Adena Audet
Colleague at Cibc Wood GundyCalgary, Alberta, Canada
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JR
John Robinson
Colleague at Cibc Wood GundyLondon, Ontario, Canada
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AH
Andrew Hoyte
Colleague at Cibc Wood GundyGreater Montreal Metropolitan Area, Canada
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SB
Simon Boulet, B.A.A., Pl. Fin., Cim
Colleague at Cibc Wood GundyCapitale-Nationale, Quebec, Canada
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JB
Juliana Barros
Colleague at Cibc Wood GundyKitchener, Ontario, Canada
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Shirley Tai
Colleague at Cibc Wood GundyGreater Vancouver Metropolitan Area, Canada
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Activities and Societies: Varsity soccer.
Activities and Societies: Varsity Soccer
Quick answers generated from the profile data available on this page.
Ian Candfield works for CIBC Wood Gundy.
Ian Candfield is listed as Conseiller principal en patrimoine | Senior Wealth Advisor at CIBC Wood Gundy.
Ian Candfield is based in Greater Montreal Metropolitan Area, Canada while working with CIBC Wood Gundy.
Ian Candfield has worked for Cibc Wood Gundy, Merrill Lynch, and Midland Walwyn Inc.
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.
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.
Ian Candfield holds Certificate In Accounting And Finance from Mcgill University.
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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