Ian R. Playfair, CFPInvestment Advisor
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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
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 success
Personal 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.
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