The Team
Who We Are
Bob Goodish
Advisor
Bob founded IMS 6 years ago with the aim of making investing easier for clients. He graduated from University of Western Ontario with a BA in Economics, and has been working in the investment industry for over 35 years. Bob’s day-to-day involves corporate strategizing, building client portfolios, and financial recommendations.
Tyler Schmid
Operations Manager
Tyler graduated from the University of Guelph-Humber with a Bachelor of Business Administration with an area of emphasis in finance. In addition to being fully licensed and able to advise on client portfolios, Tyler manages the administration and oversees current operations with data analysis/entry. Tyler is eager to respond to client e-mails and phone calls to answer client inquiries.
Daniel MacQuarrie
Financial Planner - Maritimes Division
Daniel has been in the financial services industry for the last 10 years and currently holds a CFP® designation.
He uses a holistic approach in working with clients by recommending and implementing financial planning strategies to optimize the potential of achieving their short and long-term financial goals. Daniel provides sound advice on investment, retirement and estate planning