Ian David Clark, Cim, Cfp Email & Phone Number

Ian David Clark is a Chartered Investment Manager®, Certified Financial Planner®, and Portfolio Manager who began his career at a National Canadian Financial Institution in the early ’90s. He then partnered to create and manage the financial planning firm Meritage Financial Group for 10 years before joining PI Financial for 17 years where he created Ocean Wealth. Ian finally led his team to Harbourfront Wealth Management in Dec of 2023. Ian, who is a co-writer of a column for Douglas magazine, believes that wealth management is the blueprint to a client’s financial success and simply defines it as “Wealth management is the process of fitting your investment portfolio together with your financial and retirement planning in one comprehensive financial plan.” Drawing on his 30 years’ industry experience, Ian is an architect in the planning process serving the needs of individuals, families, and self-employed business owners. Ian has a Bachelors in Science and Economics. He is also a member of Advocis, an organization whose responsibilities include setting standards for ethics and conduct by insurance agents. Ian enjoys spending time outdoors with his family and he is active on the soccer field each week. Married for 24 years, he and his wife Helen have two children, a daughter currently in university and a son who is exceptionally skilled on the soccer field. He believes that it is important to give back to the community and helps to support local soccer teams and a youth empowerment organization in Victoria.

Listed skills include Estate Planning, Investments, Portfolio Management, Certified Financial Planner, and 3 others.

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  University Of Victoria