With over 20 years of experience as a Wealth Advisor, Ian has built a strong reputation for leading his clients through various market cycles and helping them pursue their financial objectives. His drive and dedication for providing proactive goal based and results driven wealth solutions to his clients’ needs is well demonstrated through the personal relationships he has developed with them over the years.
After working as a Financial Advisor with Prudential Securities’ Private Client Group, Ian formed his own independent financial services firm in 2001, Ergawealth Advisors, on the belief that everyone is entitled to professional financial advice and holistic wealth management. Ergawealth Advisors is comprised of 7 wealth advisors, for which Ian oversees all operational and compliance requirements.
To provide his clients with a true 360⁰ wealth management experience, Ian created Ergawealth360; Ergawealth Advisors’ unique and comprehensive wealth management approach. Ergawealth360 is a testament to Ian’s conviction of delivering exceptional client service, tools and resources to help his clients simplify their financial lives and pursue their goals.
With the mission of providing his clients the most current, suitable financial strategies and solutions, Ian devotes countless hours to continuing education, research and due diligence. He also contributes financial articles and economic commentaries for miscellaneous publications.
Prior to starting his career in the financial services industry, Ian was a Management Consultant for Deloitte and IBM Global Services. These experiences developed the skills, knowledge, and innovative mindset which Ian uses today in delivering a consultative approach to meet the needs of his clients.
Ian is an avid sportsman; playing golf, tennis, and other sports. His lifelong passion is hockey which he continues to play today. As a full time student, he played 4 years in the Quebec Junior Major Hockey League (semi-professional). This experience provided him with a high level of work ethic, discipline, commitment, and ability to drive for results; all attributes which he embodies in helping clients pursue their goals. Ian resides in Clarendon Hills, IL with his wife Tina and their 3 daughters.
Education, Licenses, and Accreditation:
- Certified Financial Planner™ (CFP®) Certificant
- Accredited Investment Fiduciary (AIF®) Designation
- Boston University: CFP® Certificant Education Requirement
- McGill University: Bachelor of Commerce, Double Major in Finance and Accounting
- Securities Registrations: Series 7, 24, 51, 63, and 65
- Insurance Licenses: Life, Health, Variable Contracts, Fire and Casualty
- Active member of the Financial Services Institute
- Active member of the Financial Planning Association