Ian Peebles
CIM
Address
1 First Canadian Place38th Floor
Toronto, ON M5H 1H3
Languages
-
English
My Background
I am both a Chartered Investment Manager (CIM) and Senior Portfolio Manager (PM) who has served highly successful families since 2008. I graduated with a Finance degree from Western University and continue the strong family legacy going back to 1994 - being a Family Advisor is who I am. Clients tell me they value my grit, curiosity and professionalism.I focus on unlocking greater choice, meaning and confidence for families throughout their lives. Together with my Business Partner Gab, we lead a powerful Family Office for clients with complete accountability for all things financial. We have worked together in partnership for well over a decade and have 25+ years ahead of us.
Our team has expertise in Tax Planning, Discretionary Portfolio Management, Estate Planning, Comprehensive Wealth Plans, Insurance, Charitable Donation Strategies, Debt Management and US Citizens/Residents.
Getting started is easy - I look forward to hearing from you ian.peebles@nbpcd.com or 416-359-5493.
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