The Chattell Wealth Advisory Group
BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
Ian Chattell, CFP®, FMA, BA (Econ), PFP
Portfolio Manager and Investment Advisor
Toll Free: 1-800-665-1442
As the leader of the Chattell Wealth Advisory Group, Ian brings 25 years of experience in Financial Services and advising clients on their path to and through retirement. He loves working with people and helping them achieve their goals and enjoying the lifestyle that they planned for.
While running his own business, Ian completed his education in Economics at Simon Fraser University and went on to specialize in Financial Planning and Portfolio Management. He worked diligently for another major Canadian bank as a Financial Advisor focusing on banking, lending, and investment advising. With 15 years currently with BMO Nesbitt Burns, Ian brings experience, knowledge, and integrity to his clients in an ever-changing world.
As a Portfolio Manager working with an extraordinary firm like industry leader BMO Nesbitt Burns, Ian is backed by outstanding technology, research, and unequaled flexibility allowing us to deliver an exceptional client experience. We strive to ensure that our clients are heard and then customize a solution that satisfies their needs.
In addition to being a Portfolio Manager, Ian is also a CERTIFIED FINANCIAL PLANNER® professional and is recognized as a Certified Investment Manager by the Financial Planners Standards Council and the Canadian Securities Institute.
Ian is a person who likes to get things done. Outside of the office, Ian is actively involved in his community. He previously spent 10 years with the Langley Memorial Hospital Foundation where, as Chair, he oversaw a complete restructuring of the organization that has led it to be one of the top charitable foundations in the city of Langley. They recently completed a 17 million dollar capital campaign after the successful completion of a 5 million dollar capital campaign.
Ian has previously spent many years engaged in the local sports leagues as a coach and mentor in three different leagues. He was a soccer coach for 7 years with Langley United Youth Soccer Association. Ian also previously spent 8 years with the Valley Ball Hockey Association and even a few years coaching with the Langley Minor Hockey Association. Although they have outgrown their sports today, these were some of the best times.
Ian has been living in the Fraser Valley for over 30 years and loves the community. His wife, Lisa is an amazing individual who teaches Microbiology at the local University. Ian and Lisa are proud of their two sons, Geoffrey and Marcus who are hard-working in their athletics and school. During their time off, the family can usually be found in the backcountry where they enjoy the outdoors and all that BC has to offer.
Andrew Irving, CIM
Associate Investment Advisor
Andrew brings over 25 years of experience in the brokerage industry. He has honored his commitment to professional development by achieving his Chartered Investment Manager designation. His previous work experience includes being a Registered Representative with Options, Senior Business Development / Sales Manager for Western Canada for a full-service investment firm, Assistant Branch Manager for a national brokerage firm and has been with BMO Nesbitt Burns for the past ten years as an Associate Investment Advisor.
Away from work Andrew can often be found in a batting cage coaching baseball in Cloverdale.
Eleanor is originally from Montreal but has called White Rock home since 1997. She graduated from Acadia University in Nova Scotia with her BA and BEd and has been employed in the financial industry since her move to White Rock.
In her spare time, Eleanor enjoys long walks around the neighborhood and is an avid supporter of the Vancouver Canucks. Eleanor is happy to help you with any questions you may have. Please stop and say hello the next time you’re in the office.
Jamie S. Wilson
Estate and Insurance Advisor
Jamie’s objective is to review, analyze and provide insurance-based tax and estate planning strategies. Specializing in providing solutions tailored for our high net worth clients, Jamie provides customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.
Born and raised in Vancouver, Jamie began his career in the financial industry in 2000. He previously worked as a Sr. Insurance Consultant at a major bank-owned brokerage firm for 13 years.
Outside of work, Jamie is an avid athlete, playing competitive hockey and enjoying the outdoor lifestyle Vancouver has to offer. Jamie is married to his wife, Laura.