how to choose and work with a financial planner you can trust

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Financial Planning for your future is MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your lifelong goals.

IRONSHIELD Financial Planning is a fee-based financial planning firm focused on goal-oriented solutions.

Financial planning is essential whether you are a Business Owner or part of an Established Family. At IRONSHIELD our team of financial planners work with you as trusted advisors to develop and implement a plan for your financial success.


How to choose and work with a financial planner you can trust

Searching for a financial planner is risky without the right knowledge, and it’s one of the most important financial decisions you will make.

In this guide you will learn how to find a qualified financial planner, even if you aren’t an expert.

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The Blog

2020 Cross-Country Checkup Survey

CONTENT FROM: FINANCIAL PLANNING WEEK REPORT PUBLISHED NOVEMBER 20, 2020 In a tough year, some loss of financial confidence among Canadians: planning holds the key When FP Canada launched its first Cross-Country Checkup Survey in 2018 to gauge Canadians’ collective …
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3 Things to Consider When You Hit “The Freedom Point”

Republished with permission from Built to Sell Inc. When was the last time you calculated the percentage of your net worth tied to your company’s value? When you started your business, its value was probably negligible. Unless you purchased or …
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The Most Critical Factor in Achieving Your Goals May Surprise You

Republished with permission from Built to Sell Inc. As we roll into the fourth quarter of the year, you may be starting to consider your business goals for next year. Given how 2020 has gone, maybe your primary ambition is …
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