Planning & Insurance

Planning and Insurance.

Build, protect and transfer wealth, all in one place.

Coordinating personal wealth and financial affairs is challenging in today’s complex financial environment. At Ivory Planning Group we provide the services to appropriately and effectively manage your financial affairs in a discrete and professional manner.

Every Canadian will have the challenge of navigating the stages of building, protecting and transferring wealth and in our role as active wealth managers, we guide our clients through those stages with a comprehensive, long-term approach for long-term success.

Simply, your business should support you and your family, and it’s profitability should be used to grow your wealth. Having a strategy in place that integrates your business profits with your income and wealth accumulation requires a team like Ivory; a firm uniquely designed to guide you in all things financial.

Financial Planning

In whichever stage you find yourself of building, protecting or transferring wealth, you need to have a plan.

By considering your family’s goals we can establish a program that considers risk, taxation and flexibility to ensure we are incrementally improving your family’s estates year after year. At Ivory Planning Group we believe that a financial plan is an evolving entity that needs to be reviewed regularly.

Open and transparent communication keeps our programs in line with your plans.

Insurance Analysis + Risk Protection

We can implement a detailed and thorough investment plan, however without the adequate insurance in place it may all be for nothing.

Together we consider your exposure from a liability, health and tax perspective, and customize an insurance program that will ensure your family’s affairs are considered in the event of death, disability or critical illness.

contact us.