Ian D. Willmott

Background

About Ian D. Willmott

I pride myself on helping our advisors & ultimately our clients plan for their future. I enjoy working with clients in all stages of their life to help them make better financial decisions, be well prepared for life's complexities & be able to take advantage of opportunities when they arise. With the growing complexity of financial planning, investments & the continuously evolving strategies. I leverage my knowledge & expertise to help people develop a comprehensive plan to reach their goals. Also I have an excellent team of experts around me who are able to support my planning process & provide valuable insight in their respective fields. In the world today you just can't know everything & it's good to know when it's best to seek professional advice in a specific field such as, accounting, law, mortgages, etc. By helping advisors & clients develop personalized plans, they become more confident in their future. This process helps them fully understand their current financial position & provides a detailed plan to accomplishing their goals in life. I graduated from Wilfrid Laurier University with a focus in Economics & Financial Management. I enjoy playing hockey, baseball & really any other sport where my competitiveness can thrive. Also, I greatly enjoy fishing, canoeing, camping & relaxing with my family at the cottage.