After a few meetings, I decided to begin working with you because you had gained my confidence through your process of “educating me first
Our goal was to find a firm that could help us prepare for retirement by letting us know where we stood with our savings and RRSPs. We really appreciated the personal touch Scott brought to the relationship. Scott was able to explain everything in terms we could understand. He presented us with our options in a way no one else had done.
we met you, we liked you, we liked your kids, we liked your wife… and find you very professional, organized, confident and knowledgeable…
What you did for us was provide us with a level of clarity that we had not had before. Working through The KAIZEN Financial Planning Process with you made us feel confident that the strategies we were employing were founded on good information. Never before had someone gathered so much information from us and simplified everything into one, “plain-English” document that finally made sense
After a personal assessment of the principals of the firm, we decided to work with Ironshield Financial Planning. We found that the quality of the presentation, the well organized approach, the well documented suggestions and the thoroughness all re-enforced our decision.
After hiring you, we felt more confident with our investments as you introduced us to programs tailor made to our needs
As we worked through The KAIZEN Financial Planning Process™ with you, we realized that there was a lot we didn’t know. We are now extremely confident about every aspect of our fina ncial planning
Fantastic word of mouth was the main reason I chose to work with Ironshield Financial Planning. Scott’s ability to distill my life down into meaningful, achievable goals along with his professionalism and consistency gave me a lot of confidence in my decision.
Hiring you was an easy decision to make as I felt you were, and continue to be, very willing to listen to my concerns and able to communicate them back to me in a way that shows you truly understand them
I chose to work with Ironshield Financial Planning because I realized that I needed help in deciding what to do with my Pension Plan. I also wanted to work with someone who is very knowledgeable in the financial field. …many discussions with a long time client of Ironshield Financial Planning about the kinds of people Scott and Cathy are and their qualifications gave me confidence in the firm. Scott is very professional and I believe that he is very knowledgeable in the financial field.
I just wanted to let you know that I am oficially broke for the next 30 years or so of my life!!! With the wonderful help of the two gentlemen you had suggested, I have taken the plunge and bought a house! Thank you so much for directing me to Vito and Marc. Both of them have been fantastic!… I will never be able to say enough good things about them.They have helped me so much through the emotional roller coaster I was on as I tried to decide what to do. In the end, they helped me to find a place that is so much more than I had dreamed! So, thank you from the bottom of my heart for helping me by directing me to them. I will never be able to thank you enough!
I liked the way you contacted me on several occasions which gave me the feeling we were important to you as future clients and you would be persistent as well as caring in handling our finances. You were very genuine at our first meeting taking time to answer all our concerns, listening and giving us advice. My decision to work with you was re-enforced when we received your New Client Welcome Kit. The book you sent us “Chicken Soup For The Soul” told me that you had a spiritual side. I now know we are in good hands.
I really want to comment on our experience during the recent market meltdown. You were there for us. Guiding us through and always providing us with good explanations on how to manage through it. It is always comforting to know that a review meeting is just around the corner and, should we need to speak to you between our review meetings, you and your team are always available. In essence we, we can tell you that you have fulfilled on your mission statement and “helped us manage what we can’t afford to lose
I was referred to Scott by a colleague. I experienced an efficient, professional approach from the moment I entered the office. My goals and desires to become more active with my investments was met with a sincerity. Scott was warm and friendly.
in our opinion, after we became a client, our eyes were opened to new opportunities that we didn’t even know existed
IRONSHIELD Financial Planning exceeded our expectations and the fact that we have regular review meetings to ensure our plan is on track makes us feel extremely comfortable and confident about our financial future
Can I be client of the month? I have successfully purchased a home, a patio set, a lawnmower and a hose. And, it was all made possible by saving 10% of EVERY dollar I ever made, balancing my chequebook, not using “non-bank” bank machines, checking phone booths and video games for quarters, picking up change on the street, and listening to my FABULOUS financial planners from Ironshield Financial Planning.
It wasn’t that there was any one main reason we chose to work with Scott, our financial planner at Ironshield Financial Planning. In fact, it was because there were so many reasons! We appreciated the upfront, direct, and no stone unturned approach. We also recognized the genuine concern Scott had for our well being.
My biggest concern after [my husband] died was weather or not I would be able to continue in retirement with the same level of income I was accustomed to. This was a stressful time for me as he always took care of the finances and now it was left to me. However, through your thorough analysis of my affairs using The KAIZEN Financial Planning Process™, I and my family felt very confident with the analysis received
Over the past few years, we have had some informal discussions about finances with you and I was really impressed with your knowledge. And, after a glowing recommendation from a mutual friend who is a client and seeing the hard work and focus you bring to your work, I decided to choose you and your firm to work with. Our decision to work with you was re-enforced by the level of service and attention we are given. Our conversations with you are thorough, well paced and easy to follow. You simply take your time to do things right. I really feel like you give your personal time and attention to our affairs that our business and our personal welfare really matter. Thanks Scott.
Our experiences to date have re-enforced our decision to work with Ironshield Financial Planning. Historically we have made bad financial and investment decisions and you have helped us choose more wisely. Thanks!
The ad in the Yellow Pages of the Etobicoke edition and the Special Report titled “12 Key Questions You Must Ask A Financial Advisor Before You Hire One!” was hard hitting. The report made the ad appear as honest, forthcoming and forthright. The follow-up material was a real confidence builder allowing me to make a confident decision to use the financial planning services Ironshield Financial Planning has to offer. The first meeting with Scott was very professional. He came across as a person who knew his business thoroughly and that he wasn’t after my last dollar. He truly had my best interests at heart.
We asked our accountant for a referral to a financial planner and were introduced to Scott Plaskett, CFP at IRONSHIELD Financial Planning. We found that his firms philosophy was completely compatible with what we were looking for – to be educated and to take a proactive approach to our financial future. Our experience with IRONSHIELD has reinforced our decision to move forward with The Building A Foundation Program(tm).
We love our regular review meetings, progress reports and the fact that you are always on top of the latest happenings in the areas of tax planning and financial planning
We value the personal touch you bring to our review meetings and love the ability to collaberatively work together to assess our options. Your ability to bring to the table options we either didn’t know about or didn’t know we qualified for has been extremely valuable
What we found was that you not only listened to what we had to say, but also made us feel very comfortable before we acted on any of your recommendations
You covered much more than I had initially been hoping for through your comprehensive KAIZEN Financial Planning Process™ and this was very comforting. I know my overall financial health is in good shape and the standard of living I have grown accustomed to can be maintained
You not only provided us with a thorough analysis of our investment options but, because you assisted us in getting clear on what our ultimate short, medium and long-term financial goals were, you were able to present to us a comprehensive financial plan that reviewed every aspect of our financial situation
You were recommended by one of my family members who has been a client for some time. You were very co-operative in the transfer of my portfolio.
I was referred to IRONSHIELD by my accountant. Scott showed a sincere interest in helping me develop a financial plan. He was engaging, enthusiastic and exuded confidence.