We are a one stop solution for all your investment, insurance and retirement guidance needs. Our "Financial Compass" planning process is designed to understand the complexity of financial decision making, and point you in the direction which aligns with your goals and values based on YOUR Financial Compass.
Financial Planning at first glance can seem to be a complicated subject, or something that is only necessary for the rich with wealth to manage. Nothing could be further from the truth.
It is critical that all Canadians, regardless of their financial standing, use their resources responsibly and align their financial goals with their core values. For most Canadians, money is earned and spent with little thought to where it goes and for what purpose.
At IBMS Financial Ltd., we lead you through a process that establishes what is truly important to you and then assess your current position and spending habits in relation to what matters most to you. Finally we establish a financial road map to creating a clear wealth building plan that ensures financial flexibility and security and provide with properly structured risk management solutions for unexpected roadblocks to this plan.
We work with a network of accounting, legal, tax, structure, real estate, mortgage and banking professionals to ensure no detail in your personal and corporate planning is left un-turned. The team sweats the big stuff and the small stuff.
Our affiliation with Hub Financial Inc. ensures broad based access to all major financial services product providers in Canada.
We do not represent a company ... we represent YOU.