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Ivory Oak Financial is a multi-family office with a focus on hands-on, tailored advice and service. In addition to serving families on a multi-generational level, we also serve business owners, executives, corporations and non-profit organizations.
Wealth means something different to everyone. Our goal is to understand your goals and dreams, and how wealth can help to achieve them comfortably and with peace of mind.
It all starts with a conversation. We take the time to understand your priorities, financial goals and time horizon. We construct a roadmap to meet those plans, while monitoring and limiting risks along the way. Our caring, personal touch provides comfort and peace of mind.
Our integrated approach allows us to build a plan unique to you, to meet your goals in a straightforward manner. This holistic process applies to retirement or education planning, business succession, risk mitigation, and estate planning. Whatever your needs, we’re here for you.
The Ivory Oak Financial Team has extensive industry experience. The firm was formed to provide clients with a truly independent and objective approach to wealth management. The Ivory Oak Financial approach always puts clients first.
What does a meaningful retirement look like to you? Do you know how much is enough? Are you on track? Do you already have enough, maybe you just don’t know it? Perhaps you’re taking on too much risk? What happens when you retire? If you’re already retired, have you optimized your after-tax income stream? Ask us how. No matter the complexity, we’ll help you plan a stress-free retirement.
We all want the best for our children and grand-children. The costs of post-secondary education are continually increasing above the rate of inflation. Are you maximizing the grants available? Are you aware of all your options? What ways can you compliment an RESP? Talk to us.
You’ve worked hard to build your business, do you know your exit strategy? Do you know how to pass on the business in the most efficient way possible? Succession planning can be a long process, but with our unique, tailored approach, we help business owners make smart decisions to preserve their legacy.
The most common way people look at risk is the volatility of their investments, but that is only one aspect. Have you considered what happens to your financial plan if you can no longer work? Or what happens if a sudden illness or a premature death hits the family? We’re here to review or build comprehensive plans to cover all potential risks.
It’s not what you make, it’s what you keep. Tax planning plays an important role in your overall financial wealth. Is taxation part of your regular reviews? Does your advisor collaborate with your tax professional? Talk to us to see if you have the correct structure in place to take advantage of all potential tax shelters and planning. We will make sure your income is drawn in the most tax-efficient manner.
Estate planning is an uncomfortable but necessary topic. When was the last time you reviewed or updated your will or power of attorney? Have you included your loved ones in the conversation? Have you considered a charitable foundation? What additional considerations have you put around your business? Call our team to review your plan.
Can you earn a reasonable rate of return while protecting your assets? Are you paying too much or too little for your investments? Are you getting value? Through Ivory Oak Private Wealth of Aligned Capital Partners Inc., we provide investment management services on a discretionary and non-discretionary basis. Click here to learn more and ask for a complimentary second opinion.
Whether it’s a planning or insurance review through Ivory Oak Financial, or a Portfolio review by Ivory Oak Private Wealth of Aligned Capital Partners, we will work to provide you with financial solutions that give you comfort and peace of mind.
Professional, boutique approach, no matter the complexity. Contact us if you want clarity on your plan, or a review of your insurance. Whether it’s one aspect of your financial plan, or a full holistic and comprehensive review – we’re here for you.
If your portfolio is not receiving the care or attention it deserves, we’d be happy to provide a complementary second opinion. We can help you achieve your financial goals and ensure comfort and peace of mind moving forward.
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