Ian David Clark, CFP, CIM, BSc, BA Economics
Ian David Clark, CFP, CIM, BSc, BA Economics Portfolio Manager, Financial Planner
Ian has over 30 years of Wealth Management experience. Alongside his BA degree in Economics, he holds a Chartered Investment Manager designation, and a key architect of the Ocean Wealth Model Portfolios, and Blueprint Financial Plans. Ian provides well researched strategic investment portfolios, designed for incorporated business owners, retirees, families and individuals with tax and Estate planning considerations.
