Menu
Ivory Oak Financial is a team of professionals who are dedicated to help you plan your future. Wealth means something different to everyone, we want to understand what it means to you to help you reach your goals. Your future matters just as much as your present.
Because wealth takes on a different meaning for each client, we take the time to get to know them to best understand their short or long-term goals. We help each client achieve their goals comfortably, professionally, and with peace of mind. Though everyone’s goal may be different, they generally revolve around building, protecting, and passing on hard-earned wealth. With a holistic and individualized approach, we help build a plan unique to you that will meet your goals in the simplest manner.
Whether you require retirement planning, education planning, business succession, risk mitigation, estate planning, or all of the above, we’re here for you. Your financial wellbeing is just as important to us as it is to you.
President of Ivory Oak Financial Inc.
Portfolio Manager of Ivory Oak Private Wealth / Aligned Capital Partners
With nearly 20 years of experience in the Wealth Management industry Justin formed the practice to provide financial peace of mind for a select group of families on a multi-generational level, business owners and executives, corporations and charities. With a Bachelor of Commerce specializing in Business Management and Enterprise Development from Ryerson University, Justin understands the many challenges business owners and executives face. Over the years he's gone on to specialize as a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).
Insurance Specialist @ Ivory Oak Financial
Child Plan & IRP Family Advisor
Anestasia is an experienced financial service professional with a demonstrated passion for helping families and individuals save and protect their financial future. After years in the industry she joined Ivory Oak to assist families with legacy planning and family protection. She specializes in Personal and Corporate Insured Retirement Plans and Whole Life Insurance Strategies such as Child / Juvenile Life Plans as a secure and flexible way to give the next generation a head start.
If your portfolio is not receiving the care or attention it deserves, we’d be happy to provide a second opinion. We can help you achieve your financial goals and ensure you’re as comfortable as possible moving forward.
To Learn More – Click Here
Industry professionals who bring a personal, transparent approach to your financial goals; A team which brings value in a cost-effective manner and helps achieve your goals in a simple, effective manner; Someone who cares to understand your situation and puts your interests first; We’re here for you