Ian Currie

Senior Advisor – Insurance & Estate Planning

Ian brings more than 16 years of financial industry experience to this role. He has worked on the High-Net-Worth planning teams at two of Canada’s largest banks, worked with advisors at one of Canada’s largest insurance companies, and has provided financial planning advice to many Western Canadian families.

Every client has a unique situation. This is why Ian likes to take the time to truly understand what is important to the clients he works with, by working through a detailed discovery process. A thorough discovery leads to a proper “diagnosis” and resulting strategy recommendation.

What Ian can do for you:

  • Prepare a detailed financial plan and/or estate plan to forecast retirement income and estate taxes
  • Planning variables can include more complex situations (ie: business owners, adult-dependent children, charitable intentions, etc)
  • Introductions to other professional advisors (investment, legal, accounting, lending, insurance, etc)
  • Customized life insurance, disability insurance, and critical illness plans
  • Partnership buy/sell funding
  • Key-person insurance
  • Executive Benefits
  • Tax planning
    • Passive income tax
    • Corporate estate tax
    • RRSP/RRIF tax to your estate
    • Retirement income

Ian will work with your existing advisors (accountant, lawyer, investment advisor, banker, etc.) whenever necessary to ensure seamless integration. Estate planning is multi-generational planning; therefore, Ian is happy to work with your whole family and often facilitates family meetings.