Ian joined the Huebert & Associates team in May 2021. He collaborates with Peter, contributing to the development and oversight of financial plans while nurturing client relationships. Ian holds his mutual funds and insurance licenses, alongside being a Registered Retirement Analyst® and a Registered Retirement Consultant®, enabling him to offer top-tier financial planning advice to clients. He is currently working on obtaining his CERTIFIED FINANCIAL PLANNER® designation.

Beyond his professional endeavors, Ian finds joy in fishing and traveling. He actively engages with local charities, notably supporting the Alzheimer’s Society of Niagara, United Way as well as the Niagara Christian Gleaners.  Ian graduated with a Bachelor of Arts Honors Degree from the University of Toronto. 

Ian plays a pivotal role in planning and support of the practice and anticipates many more years of collaboration within the team.