Ian Laterreur, CFP®
Believing that everyone is entitled to fair, honest, dedicated, and professional financial advice, Ian left the ranks of one of the leading Wall Street Firms in 2001 where he served as Financial Advisor in their Private Client Group to form his own financial services firm.
currently oversees operational and compliance requirements for 7 financial advisors, and develops investment and financial planning strategies for his
Prior to starting his career in the financial services industry over 12 years ago, Ian was a Management Consultant for Deloitte and IBM Global Services.
Through these experiences, Ian
developed the necessary skills, knowledge, and innovative mindset which he
uses today in delivering a consultative approach in meeting the needs of his
is an avid sportsman, playing golf, tennis, and skiing.
lifelong passion is for hockey which he
continues to play today.
As a full time student, he played 4 years in the Quebec Junior Major Hockey League (semi-professional).
This experience provided him with a high level of work ethic, discipline, commitment, and ability to drive for results; all attributes which he
embodies in helping clients meet their goals.