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Ian Stock, Financial Advisor

FINANCIAL ADVISOR
Ian R Stock

CIM®, FCSI®, FMA
393 Sidney Street, Suite 9, Belleville, ON K8P 3Z9opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Intergenerational planning

About Ian

"We wish we met you sooner!"

We hear this a lot from our clients. And it makes us happy knowing that we are doing our best to help our clients achieve their financial and life goals.

Why do our clients say this?

One of the primary reasons is plain old-fashioned client service, which sadly, can be a lost art in today's high-speed, data-driven world.

We strive to treat our clients like they expect to be treated by offering personalized service and doing the basics like answering our phones, meeting you on short notice, sending money to you promptly and by...

Work History

  • Edward JonesJanuary 2017 to Current

Education

  • McMaster UniversityBachelor of Arts

Personal Interests

  • Animal Rescue
  • Personal Fitness
  • Technology
  • Spending Time with Family
  • Walking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(613) 966-4517

Fax

(855) 849-0701

Office Address

393 Sidney Street
Suite 9
Belleville, ON K8P 3Z9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More