"Ian is both a mentor and a colleague. His unique background as an entrepreneur, family counsellor and business family advisor makes him an unparalleled resource in my work as a Chartered Accountant specializing in financial and tax aspects of family wealth management. I value our ongoing relationship, and recommend Ian without reservation to any advisor or family seeking help with business family decision making, and conflict resolution around wealth management and business ownership."
- John Bathurst
CA, CFP, TEP
CA, CFP, TEP