Ian Barclay
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ian Barclay
Focus Partners Wealth Focus Partners Wealth is an organization of wealth, asset,…
Experience
Senior Wealth Advisor
Apr 1994 — Present
Education
McGill University
Bachelor of Commerce (B.Com.), Accounting and Finance
1977 — 1980
Skills
- Executive Compensation Planning
- Financial Planning
- International Tax
- High Net Worth Individuals
- Tax
- Wealth Accumulation Strategies
- Financial Management
- Family Office
- Multi-Generational Wealth Transfer
- Alternative Investments
- Managerial Finance
- Mergers & Acquisitions
- Strategic Financial Planning
- Wealth Preservation Planning
- Wealth Management
- Financial Analysis
- Investments
- Restructuring
- Concentrated Stock Management
- Financial Modeling
- Venture Capital
- Income Tax
- Estate Planning
- Due Diligence
- Business Valuation
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