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WELCOME TO THE IAN STOCK WEALTH MANAGEMENT TEAM

Please note: I now only accept new clients who are referred by my existing clients, or by accountants and lawyers I work with. My minimum criteria for new clients is $500,000 in investment assets.
 
Welcome!
 
As a retired Canadian Forces officer who has travelled around the globe, I'm proud of the the country we live in and excited about the opportunity to help you prosper in this great country of Canada.
 
The lessons I have learned about risk management throughout my military experiences apply to my thriving practice here at RBC Dominion Securities. I like to invest money through a time-tested, disciplined, well-balanced conservative approach. And I like to keep things as simple as possible to help you achieve what you want in life. No fancy, complex investment products here. Just quality dividend paying stocks and funds, combined with top-grade fixed income investments.
 
 
It all starts with a plan. You never conduct a military operation without a plan, nor do you invest your hard-earned money without a financial plan. So please feel free to contact me to get your personal financial plan rolling and help you achieve what you want in life.
 
I run a competitively-priced, full-service fee-based Wealth Management practice.
 
My clients from across Canada include:
 
Retirees requiring innovative - yet simple - strategies to maximize their after-tax retirement income, while protecting their financial security
 
Pre-retirees who want to make the most of their retirement savings as they approach retirement
 
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
 
Successful business owners and self-employed professionals who need help managing personal and business assets
 
Busy executives and professionals looking to free their time to focus on personal and career goals
 
My team's knowledge and experience provides individuals, families and businesses with a consistent, disciplined approach to managing money.We would be honoured and pleased to sit down with you for a confidential, no-obligation discovery conversation.
 
Please contact us at (613) 966-4119 or at ian.stock@rbc.com.