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

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.


A Strategic Guide for Canadian Business Owners.


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The Blog

  • 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…

  • A Sellable Service Business in Four Moves

    Gavin Bell had achieved the freelancer dream. He was known as “the Facebook ads guy” in Edinburgh, pulling in £30k/month with almost no overhead. It was incredibly…

  • The 3 Fixes That Made this Service Business Sellable

    On paper, MotiveBase looked like a sellable business. It served blue-chip customers like McDonald’s, Target, and General Mills. It generated millions in revenue. Margins were strong. Yet…

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.