Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.

Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.

Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.

Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.

Your child's education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

How we help

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate...

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Your Legacy

You have worked all your life and saved for retirement. What other planning work...

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Your Retirement

After years of living the “rat race”, you are looking forward to the day when you...

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Young family

You get home from work, your wife is tired, and the baby just spilled spaghetti all...

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Retiree

During the last market downturn a few years ago, retirees who had all their assets...

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Your child's education

First you were putting on their diapers. Then you walked them to their kindergarten...

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Recent Articles

Market Highs vs Your Goals

Posted on: October 7, 2024

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year...

Basics For a Wise Financial Strategy

Posted on: October 7, 2024

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets...

Your Legacy Plan and Charitable Giving

Posted on: October 7, 2024

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually...

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Testimonials

Warren Santos

I've had the pleasure of working with Iryne on my retirement strategy since 2012, and she has kept me on a positive trajectory to financial freedom ever since. Iryne consistently goes above and beyond to stay connected with me, which ensures my plan factors in and aligns with my current financial situation and fluctuating market conditions. More importantly, this regular engagement speaks volumes about her genuine interest and dedication to helping me achieve my financial goals. She is a highly competent, consummate professional who conducts her business with the utmost integrity.

Design Engineer at AMD
Alex Pu

Iryne has been my financial advisor since 2009. I found Iryne very responsive, meticulous, and enjoyable to work with. She has always kept regular contact and provides me with ongoing financial advice as needs and markets change. In addition, she also gives good advice on other matters in my life, and is always willing to help if needed. I trusted her for guidance to make informed decisions about all my financial affairs.

Operations Controller at Air Liquide
J Ng

I’ve been a client of Iryne’s for more than 20 years, and benefited from her holistic approach to financial planning. I strongly believe in her investment philosophy, of all the years that she has been looking after my financial affairs, my instructions to her have always been just do whatever she thinks is in my best interest, because I have complete confidence in her work and feel absolutely certain I am in good hands. I can tell you I have never ceased to see steady growth of my portfolio. I had referred many of my family members throughout the years and they remain happy clients since.

Protective Services at City of Toronto
Winnie Fung

It’s really refreshing to work with Iryne and her team, who are truly interested in their client’s needs and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, and give sound financial advice and guidance based on my family circumstances. That gives me every confidence that not just my financial goals are well understood but also comfort level. I believe transitioning into retirement will be much easier with your recommendation and looking forward to working with you and your team in many years to come.

Sales Representative at Royal LePage
Mai Banh

I have known Iryne for 7 years and have the privilege of having her as my financial advisor. She is knowledgeable and patient in sharing her knowledge with her clients. I never feel rushed into purchasing an investment product—she always takes time to answer any questions I may have. I find Iryne very accessible and easy to talk to. I have discussed openly with her many of my financial concerns and worries over the years. She listens well and proves to be a sound and dependable advisor.

GlobalFoundries
Daniel Char

Iryne is extremely knowledgeable, friendly and a pleasure to work with. I have referred several of my valued clients to her in regards to their life protection needs and they are all very satisfied with her service.

Verico Ultimate Mortgage and Finance Solutions Inc.
Michelle Shockness

Iryne has been a superior financial planner, one whom I have trusted for a number of years and to whom I have referred to others. Her knowledge, coupled with her sensitivity to both my short-term and long-term needs, has made her an exceptional financial planner. I would highly recommend Iryne and look forward to many more years of excellent service.

Individual & Family Services
Vivian Li

Iryne is a team-player and an extremely professional financial advisor. She works for the best interest of her clients and provides tailored recommendations to assist her clients in achieving their financial goals. My immense confidence in Iryne's ability not only stems from my relations with Iryne as colleagues, but as one of her proud clients benefiting from her exceptional services. With Iryne, you are rest assured your needs are met and questions answered. I would recommend Iryne to my family, friends and acquaintances in a heart beat.

Markham Centre Financial Services Inc.
Ken Stollen

Iryne is a person of high principles and integrity. She will always do the the right thing for her clients, without compromise. With Iryne, her clients' needs come before everything else. I wholeheartedly recommend Iryne as an extremely competent financial advisor...a true professional, a team player and a very special person.

Sun Life Financial
Constantine Grantcharov

I've been a client of Iryne's for 3+ years, and she is absolutely fantastic at what she does! She is very thorough and makes sure that I am aware of all my options and provides unbiased pros/cons analysis in all her recommendations. Her knowledge in financial planning is incredible. She always goes out of her way to explain financial/tax concepts I am unfamiliar with so that I am fully aware of my choices and implications. I learn something new in every session with her and she's very punctual in all transactions and getting back to me. She's one of the best financial planners I've had the pleasure of working with!

TrustPoint Innovation Technologies Ltd.
Scott Wilkinson

Thank you so much for your consistently good financial advice regarding my investments. I certainly feel more confident after each meeting, any changes you suggest to my portfolio are timely and appropriate. I appreciate the time and effort you take to explain various investment options. Your understanding of my situation and genuine interest is very evident. I have no hesitation to highly recommend you as an advisor to anyone.

Progress Career Planning Institute
Jing Jing Yang

Iryne is one of the most professional and diligent financial advisors that I have ever worked with. She is so passionate about providing the best service and advice to her clients. She has also been the role model for many of the new advisors in the office.

Sun Life Financial

Established Family

Protecting your family

Your investments

Your Legacy

Your Retirement

Young family

Retiree

Starting Out

Your child's education

Single

Income Tax Planning

Running a Business

It's your money... and your peace of mind. We understand that.

How we help

Recent Articles

Market Highs vs Your Goals

Basics For a Wise Financial Strategy

Your Legacy Plan and Charitable Giving

Testimonials

Warren Santos

Alex Pu

J Ng

Winnie Fung

Mai Banh

Daniel Char

Michelle Shockness

Vivian Li

Ken Stollen

Constantine Grantcharov

Scott Wilkinson

Jing Jing Yang

About Us

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It's your money... and your peace of mind. We understand that.

How we help

Recent Articles

Testimonials

About Us

Categories

Connect with us