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    Ian Peebles
    CIM

    Address

    1 First Canadian Place
    38th 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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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.