Ian Peebles
CIM

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.