Ian D. Willmott
Manager, Analysis & Advice @Haunn Landers
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WORK HISTORY
Manager, Analysis & Advice @Haunn Landers
Mississauga, ON, CA
o Helped advisors & clients make calculated financial decisions regarding their future.o Analyzed complex financial scenarios to provide expert advice about best path forward.o Coordinated a targeted investment strategy backed by in depth research & due diligence.o Added value by meeting with advisors & clients to review complex financial situations.
EDUCATION
Wilfrid Laurier University
BA, Economics and Financial management
Etobicoke Collegiate Institute
High School Diploma
ABOUT IAN D. WILLMOTT
I pride myself on helping people implement a holistic plan for the future to achieve their goals. I enjoy working with clients in all stages of life to help them; make better financial decisions, be well prepared for life’s complexities & be able to take advantage of opportunities.By helping people develop customized plans they become more confident in their future & fully understand their finances. It’s critical to analyze all the opportunities in the market to identify the optimal solution. Diversification is key & it’s beneficial to consider relative performance.With the growing complexity of financial planning & investments, I leverage over a decade of experience in the finance industry to help people make calculated decisions. In the world today you just can’t know everything & it’s important to utilize a team approach to be most effective.
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