We aim to provide each of our clients with a smooth and consistent client experience. Our process is unique in that we are dedicated to learn and understand where each of our clients are with their financial planning. It is only once we have done this, that we offer advice we believe will put them in the best possible position. We call this approach The IFP Difference.

Some of the steps in The IFP Difference include:

  • A personal insight meeting;
  • Finding a unique solution that explores retirement options
  • An allocation blueprint
  • A tactical solution meeting where we collaborate with the client in real time to make sure we are all on the same page.

Providing the best possible advice to our clients is an ongoing endeavor. Changes will always occur as we recalibrate towards your financial goals, and because change happens, we are there to guide you every step of the way.

Our First Meeting