| My business relationship
with Ian started 19 years ago. I had purchased my first life insurance policy... 26 years ago. Ian became my servicing agent
and at that point he not only impressed me with his knowledge and honesty, but also, more importantly, he impressed my professional advisors. |
| Our relationship expanded when we worked together at the same charitable institution, both of us serving on its executive committee for
many years, and as lay Presidents of the same organization. Among his strengths, Ian has the confidence to speak with great knowledge about his
areas of expertise and to openly admit to those areas he does not. |
| Happily, our business and communal relationship grew into a personal friendship which I cherish for its honesty and integrity. Because
of his character, I would not hesitate to recommend Ian to anyone seeking help with financial services. |