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.
Our Process for Financial Progress
The KAIZEN Financial Planning ProcessTM is an evolutionary approach to comprehensive financial planning. “KAIZEN” is a Japanese word for constant and never-ending improvement. That’s the first hint that our core process is truly different. It is designed to remain fluid and adapt to the way your life actually unfolds. Our process encompasses all key areas of your financial life, simplifying the complexities of both wealth accumulation and preservation over your lifetime.
The Salary vs. Dividends Dilemma
Why the ‘Salary Fable’ is Costing You Control.
A Strategic Guide for Canadian Business Owners.
MEET OUR FINANCIAL PLANNERS
The Blog
How to Fix Customer Concentration Without Shrinking
Murray Kent paid $40,000 for a four-person electrical conduit fittings business operating out of what he generously described as a crack den. A decade later, a private…
Customer Satisfaction Doubles Your Multiple. Owner Dependence Gives It Back.
Most business owners are obsessed with adding new customers. The sales pipeline, the marketing budget, the growth targets all point in one direction. Find more. Close more.…
The Rembrandt in Your Attic
In M&A circles, there is a well-known concept called the Rembrandt in the Attic. It refers to a situation where an acquirer discovers an asset or capability…
IRONSHIELD Financial Planning
1460 The Queensway
Suite 4307
Etobicoke, ON M8Z 1S4
Telephone: (416) 626-6515
Facsimile: (416) 626-2717
Email: info@ironshield.ca
Regular Office Hours:
Monday – Friday 8:30am – 4:30pm
After hours appointments can be arranged on request.
