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This profile was last updated on 10/7/2007 and contains contributions from the  Zoominfo Community.

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Wrong Ian Playfair?

Ian R. Playfair

Position, Small Business and Commercial Banking As Well As Private Banking and Branch Management

The Poelzer

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

The Poelzer

Background Information

Employment History

Rotarian and President

Rotary Club of Calgary Sarcee


General Manager, Imperial Service

Canadian Imperial Bank of Commerce


Affiliations

Bank of Montreal

Wealth Advisor


Parks Foundation Calgary

Board of Governors Member


BMO Nesbitt Burns Inc.

Wealth Advisor


Financial Planner/BMO Nesbitt Burns

Wealth Advisor


Park Foundation Inc

Treasurer and Chair, Finance Committee


Education

Bachelor of Commerce degree

University of Saskatchewan


Web References(11 Total References)


BMO Nesbitt Burns - Investment Advisors - Alberta

www.bmonesbittburns.com [cached]

Ian Playfair
The Poelzer Team


BMO Nesbitt Burns - Ian Playfair

www.bmonesbittburns.com [cached]

Ian R. Playfair, CFPInvestment AdvisorNeed more information? Complete this online form. Ian PlayfairIan Playfair knows the importance of having goals and dreams.That's why Ian begins the financial planning process by understanding what you want to get out of your life, and then assessing your commitments and your tolerance for risk.Ian encourages his clients to work with him on a written investment policy statement and financial plan, which is the foundation for your personal investment plan.Once the plan is in place, Ian stays alert to your changing needs and ensures you know where you are on the path toward achieving your financial goals. Business Beliefs and Values:With a desire to do meaningful work and make a positive difference in the lives of individuals and families, Ian believes in using a consultative process that supports openness, honesty, professionalism and trust. Focusing on your needs is paramount to Ian's approach to assisting clients.Ian's extensive business and banking background allows him to appreciate and quickly understand the challenges facing business owners and professionals.Whether your situation requires the advice of specialists within BMO Financial Group, or meeting when and where is most convenient for you, Ian believes in making the planning process easy. Why do business with Ian Playfair and BMO Nesbitt Burns:BMO Nesbitt Burns has an established reputation of being one of Canada's leading full service investment firms - with access to one of the broadest selections of investment solutions and products available today.The combination of BMO Nesbitt Burns' resources and Ian's financial expertise is unique. Ian welcomes the opportunity to demonstrate the positive difference that he can make in helping you achieve financial successPersonal Background:Ian was born and raised in Saskatchewan.After completing a Bachelor of Commerce degree at the University of Saskatchewan, he joined a major Canadian financial institution and subsequently moved to Calgary.During his twenty year banking career, he held positions of increased responsibility in Small Business and Commercial Banking as well as Private Banking and Branch Management. Ian has used his talent for financial planning to facilitate his own dreams.Keenly interested in travel, photography and personal learning, Ian has taken periodic sabbaticals during his career to pursue those interests while maintaining his family's financial stability.An active participant in the community, Ian is a Rotarian and past president of the Rotary Club of Calgary Sarcee.He is Treasurer and Chair, Finance Committee of the Parks Foundation, Calgary and volunteer with the Canadian Youth Business Foundation. All market data is delayed by at least 20 minutes unless otherwise noted.Quotes, historical data, charts and statistics are provided by SunGard PowerData.


BMO Nesbitt Burns - Investment Advisors - Alberta

nbnotowebx.nesbittburns.com [cached]

Ian Playfair The Poelzer Team


Board of Governors

www.parksfdn.com [cached]

Ian R. Playfair, Past Treasurer
Wealth Advisor, BMO Nesbitt Burns Inc.


Pinnacle Renovations

www.pinnaclerenovations.ca [cached]

Patricia Virk, Mortgage Specialist for BMO & Ian Playfair, Wealth Advisor for BMO Nesbitt Burns provided an array of innovative mortgage solutions and investment options that are available to those looking to Renovate or Custom Home Build.


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