As a Chartered Financial Analyst charterholder, Ian Goodman brings over 18 years of experience in the financial industry and a strong desire to help individuals and families improve their financial independence. He has a Certificate in Technical Analysis and a Certificate in Derivatives Market Strategies from the Canadian Securities Institute, in addition to being a Chartered Professional Accountant at the outset of his career. In his past role, he helped grow a separately managed account (SMA) platform to over $1.3 billion in assets in just five years.