Biography
Ian started his career at National Bank in 1997 and joined National Bank Financial in 2001. His high level of expertise in portfolio management and risk management, coupled with his financial markets knowledge, means that he excels at developing investment strategies adjusted to the needs of a broad range of clients. What’s more, he has a knack for figuring out clients’ actual risk tolerance – truly an art. This enables him to establish optimally tailored portfolios for our clients. As someone you can trust, he is devoted to our clients and takes pride in the quality service that the VP Group provides. His gift of simplifying concepts using plain language is unparalleled and allows clients to better understand the world of finances and thus participate in the development of an investment portfolio most suited to their situation. On a personal note, being sensitive to the cause mainly for being a father of four, Ian is brave enough to abseil down 22 storeys each year for Drop Zone VP for the benefit of the Quebec Society for Disabled Children, on top of being part of the organizing committee. Ian serves on the Board of Directors of the Bruny Surin Foundation in addition to contributing to several other charitable causes. Of note is the honourable mention Ian earned in his completion of the Canadian Securities Course (CSC).
Ian sits on the Investment Committee of the Vo-Dignard Provost Group.
Awards and recognitions at NBF: Rookie of the Year (2003), Asset Growth (2001, 2004 and 2005), Team of the Year (2012, 2020), and Social Responsibility (2008 and 2015).
Other titles and credentials: Canadian Securities Course (CSC) (Honourable mention), Portfolio Management Techniques (PMT), Investment Management Techniques (IMT), CE Ethics Course, Professional Financial Planning Course (PFPC), Conduct and Practices Handbook Course (CPH).
-
2003
Rookie of the Year at National Bank Financial (NBF)
-
2001, 2004 and 2005
Asset Growth
-
2008 and 2015
NBF National Award for Social Responsibility
-
2012*, 2020
Best Team in Canada across NBF. *Inaugural year
SOCIAL INVOLVEMENT AND PERSONAL NOTES
A father of four, giving back to society was important to Ian. As such, through the VP Group’s Annual Charity Gala, he has contributed in handing over nearly $1.5M through the years to different good causes. Furthermore, Ian is brave enough to participate every year in Drop Zone VP for the benefit of the Quebec Society for Disabled Children, by abseiling down a 22-storey building for this worthy cause.
In addition, the VP Group directly supports these organizations:
- Official Presenter of Drop Zone VP for the benefit of the Quebec Society for Disabled Children (QSDC)
- Official Presenter of OSM’s Public Rehearsals
- Official Presenter of HEC’s ‘Club des 100’ (HEC’s "Young" Philanthropists)
- Official Presenter of the Angel Circle of the Montreal Museum of Fine Arts
Lastly, the VP Group dedicates a team member (currently Stéphanie Langlais) to spend half of her time handling charitable causes supported by the VP Team.