Douglas Duncan Wealth Management

Ian Douglas

The important role that we fulfill as investment professionals is to ensure that our clients have a good investment experience over many years, usually decades. The first part of our process is to listen and learn about your goals, financial needs and risk temperament. Once we have understood these, we can create a portfolio specifically tailored to you. Over the years we make recommendations based not only on market opportunities and tax savings, but on your financial needs as they evolve.

Our team offers unbiased financial advice, specializing in managing income oriented portfolios that save our clients the higher fees associated with mutual funds and other structured products. Senior advisor, Ian Douglas is very proud that many of his original clients who joined him when he started the business in 1985 are still with him today, and our team continues to service clients from Nanaimo, Parksville, Qualicum Beach, and Ladysmith as well as across Canada.

Ian Douglas
Senior Vice President, Private Client Group
Financial Advisor
(250) 729-2830