A Message from our CEO...

 
 
Well, it looks like hard work does pay off...

I am pleased to inform you that I have received the MoneySense  Approved Financial Advisor designation from MoneySense, Canada's best  known personal-finance media brands.
 
The MoneySense Approved Financial Advisor designation is awarded only to financial advisors who exceed MoneySense's high standards in such areas as customer service, transparency and fees.
 
To earn this designation, I completed a four-step accreditation process that many of my clients were a part of. These steps included:
 
  1. A self-completed application questionnaire enquiring into the services I offer; my fees and compensation structure including any amounts I might receive from third parties, such as investment product issuers; the nature and frequency of reports my clients receive; and other areas deemed important by MoneySense.
  2. A background check of my certifications and record with oversight bodies and industry regulators;
  3. An online survey in which MoneySense asked my current clients (i.e., active within the past two years; minimum response rates applied) about my fees, quality of service, etc. (You may have participated in this survey);
  4. A telephone interview in which MoneySense asked follow-up questions based on the first three steps of the application process.
Please be assured that this process did not require me to release any individual client information to MoneySense.
 
You can learn more about the accreditation process and view my MoneySense Approved profile at MoneySense.ca/approved.
 
I'm proud to have received this designation from such a respected organization and all of us here at IRONSHIELD Financial Planning wanted to personally thank you for the opportunity to work with you .

All the best,
~Scott


P.S. Do you know someone who is close to retiring?  Do you know somebody who has his/her own business?
 
Introducing me to these people is more important now than ever before.  The financial landscape will look a lot different in the next 2-5 years, and these two groups (i.e. those close to retirement and those who are business owners) are going to be affected the most.  We are focusing our efforts on making sure our information reaches them to provide valuable insight and advice.
 
My latest book, "How To Choose And Work With A Financial Planner You Can Trust" is available now.  You can share it with anyone you introduce us to - FREE!  Simply have them click on this private link:
 
 

How to Kick-Start Your Baby's Financial Future

 
When you have a baby, you may start dreaming right away of putting her in years of skating lessons, sending him to an enlightening summer camp each June or dropping her off at a prestigious university.  But all of these high hopes come with even higher price tags.  Luckily, there are financial tools you can use to help you child achieve all these milestones and more - without stretching your wallet too thin...

Read More, and see what our very own Mike Gomes says about how to save money.


Be a Fly on Our Wall

Staying informed about the latest information and strategies is a challenge.  Fortunately, when you have a Top Guns Network™, as we do, the process is a lot easier. 
 
We regularly communicate with members of our Top Guns Network™ to stay up-to-date on what's important in their areas of expertise. When we do this, we record our call so you can be a "fly on the wall" and listen in. 

 

Financial Planning For Business Owners The Business Owner's Toolbox

Financial planning for business owners and entrepreneurs is, to put it quite simply, differentDon't let anyone tell you otherwise.

That's why we devote this section to our recent articles that are specifically targeted to this important market segment and provide valuable insight to help you succeed.


Learn from Our Free Radio Show

Scott covers financial planning topics relevant to Canadians who are motivated by creating a bigger future for themselves and their loved ones.   

Click here to see all of Scott's free podcasts or view this month's highlighted episode below:



The IRONSHIELD Team  

Financial planning is a lifelong pursuit. It starts with an in-depth understanding of your current issues and concerns, and a clear understanding of your needs and goals. There then needs to be a process in place for monitoring your progress towards those goals to ensure they are attained.

 

At IRONSHIELD Financial Planning, our CFP professionals are continually working to make those goals a reality for each and every one of our clients. We're dedicated to helping you make smart, educated and well-thought-out financial decisions throughout all the various stages of your life.

Visit our Website to read more about our team members.

IRONSHIELD FINANCIAL PLANNING

310-701 Evans Ave., Etobicoke, ON.
416-626-6515


Regular Office Hours:
Monday-Friday 8:30-4:30
After Hours Appointments Can Be Arranged.