Education:
Certified Financial Planner, Financial Planners Standards Council
Financial Management Advisor, Canadian Securities Institute
BA (Economics), Simon Fraser University, Burnaby, Canada
Canadian Securities Course, Canadian Securities Institute
Canadian Conduct and Practices Course, Canadian Securities Institute
Languages Spoken:
English and French
Specialties:
Working with my clients in the area of Retirement and Estate Planning using the best money managers available today to create, manage and preserve client wealth.
INVESTMENT PHILOSPHY
The clients of Ian Chattell are tired of the pick of the day, the stock of the month or the fund of the year. They understand now that to ensure the preservation of their wealth, it takes an objective oriented, disciplined approach. That is why Ian's clients start with a detailed meeting, outlining their comfort levels with all aspects of investing. This covers everything from risk levels to specific investment concerns. From there, a detailed retirement plan is completed together with the client. When Ian's clients objectives are set and their investment policy statement is completed then the specific investment approach can be presented.
IAN CHATTELL, Investment Advisor
Ian Chattell has lived in the Fraser Valley for over 10 years now and loves being there. He and his wife Lisa live in Langley with their family and enjoy all the activities available. Education has always been an important element in Ian's continuing self improvement and you will find that he is always enrolled in a course of some kind.
After completing his degree in Economics at Simon Fraser University, Ian continued to pursue his education through the completion of the Securities courses and Insurance courses. He also completed his Certified Financial Planning and Financial Management Advisor designation.
Ian is a proud member of the Langley Chamber of Commerce and Board member with the Langley Memorial Hospital Foundation. He enjoys being involved in the local community through various other charities and events.
Tanya Lee, Investment Associate
Recently joining our team, Tanya brings with her 6 years experience in retail banking. She holds a BA in Economics from the University of Victoria and has completed her Canadian Securities Course. She assists the planning team with documentation and various administrative duties. In her spare time she plays golf, softball and volunteers for the BC Children’s Hospital softball tournament and participates in the 24 hour relay.
CHRIS CANAVAN, Insurance and Estate Advisor
On our team, Chris will work closely with us and our clients to develop innovative estate plans. This includes trusts and business succession planning. With nearly a decade of experience structuring estate plans, Chris is a well versed advisor with each plan being custom tailored.
DIEDRE SMITH, Insurance and Estate Advisor
Similarly to Chris Canavan, Diedre will work closely with us and our clients to develop innovative estate plans. This includes trusts and business succession planning. With nearly a decade of experience structuring estate plans, Chris is a well versed advisor with each plan being custom tailored.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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