Envision Private Wealth
Portfolio Manager

Ian Goodman
CFA

Ian Goodman<small><br> CFA</small>
Life's Success by Design
1.833.500.2026
99 Wellington Street East, Aurora, Ontario, L4G 1H9

About Ian

Ian comes to us from Credential Securities where he helped grow their SMA platform to over 1.3 billion in assets in just 5 years. He was a key member of the Investment Strategy Committee which was responsible for modeling portfolios for Advisors. As an accomplished speaker, CFA charter holder, and technical consultant to Portfolio Managers, Ian’s skills, 13 years of experience, and desire to help clients become better off, are a perfect fit for the culture here at Harbourfront Wealth.

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Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

aurora@harbourfrontwealth.com

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