Life-long planning

FOR THE LIFE YOU WANT

Financial planning is a life long pursuit. It starts with an in-depth understanding of your current issues and concerns and a clear understanding of your needs and goals. Then, there needs to be a process in place for monitoring your progress towards those goals to ensure they are attained.

At IRONSHIELD Financial Planning, our CFP professionals are continually working to make those goals a reality for each and every one of our clients. We’re dedicated to helping you make smart, educated and well-thought out financial decisions throughout all the various stages of your life.

We also recognize that each individual or family’s needs are unique. To meet them, we have structured our programs and services to provide complete flexibility through a wide variety of customizable options. Using the KAIZEN Financial Planning Process™, we’ll help you define and implement a financial plan, and we’ll continue working with you to ensure you are always on track to protect and grow your wealth.

Through our relationships with private portfolio managers, investment counsellors, living benefits specialists, group insurance specialists, group retirement plan consultants, accountants, lawyers, bankers, real estate professionals and mortgage brokers (to name a few) we help our clients connect with the right service providers, while keeping the big financial picture clearly in view.