Ian David Clark, CIM®, CFP®, BSc, BA Economics
Ian David Clark, CIM®, CFP®, BSc, BA Economics Chartered Investment Manager, Portfolio Manager, Certified Financial Planner, and Insurance Specialist
Ian David Clark is a Chartered Investment Manager®, Certified Financial Planner®, and Portfolio Manager who began his career at a National Canadian Financial Institution in the early ’90s. He then partnered with a financial planning firm for 10 years before finally joining PI Financial to help create Ocean Wealth. Ian, who is co-writer of a column for Douglas Magazine, believes that wealth management is the blueprint to a client’s financial success and simply defines it as “Wealth management is the process of fitting your investment portfolio together with your financial and retirement planning in one comprehensive financial plan.” Drawing on his 25 years’ industry experience, Ian is an architect in the planning process serving the needs of individuals, families, and self-employed business owners.
Ian has recently completed the CIM® designation which is a leading industry standard for discretionary investment and portfolio management services. Ian holds Bachelor degrees in Science and Economics. He is also a member of Advocis, an organization whose responsibilities include setting standards for ethics and conduct by insurance agents.
Ian enjoys spending time outdoors with his family and he is active on the soccer field each week. Married for 24 years, he and his wife Helen have two children, a daughter currently in university and a son who is exceptionally skilled on the soccer field. He believes that it is important to give back to the community and helps to support local soccer teams and a youth empowerment organization in Victoria.