Capital City Executives' Association

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Member Details

PI Financial - Ocean Wealth Team - Ian

Ian Clark - mainIan Clark - logo

Category: Insurance - Personal
Contact: Ian Clark
Alternate: Shannon Gerigs

Street Address:
Suite 620
880 Douglas Street
Victoria, BC V8W 2B7

Phone: (250) 405-2928
Fax:
Toll Free:
Email: iclark@pifinancialcorp.com
Website: www.oceanwealth.ca

Ian David Clark is a Chartered Investment Manager®, Certified Financial Planner® and Associate Portfolio Manager who began his career at a National Canadian Financial Institution in the early 90’s. He then partnered with a financial planning firm for 10 years before finally joining PI Financial to help create Ocean Wealth. Ian, who is co-writer of a column for Douglas Magazine, believes that wealth management is the blueprint to a client’s financial success and simply defines it as “Wealth management is the process of fitting together your investment portfolio with your financial and retirement planning in one comprehensive financial plan.” Drawing on his 25 years’ industry experience, Ian is an architect in the planning process serving the needs of individuals, families and self-employed business owners.

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