Certified Financial Planner & Money Coach | Toronto, ON
Office: (416) 471-1383
Email Ivy
Ivy Specializes in Assisting:
- Professionals
- Couples and Families
- Individuals (including divorced, separated, widowed)
Ivy Specializes in:
- Financial Planning
- Pre-Retirement Planning
- Retirement and Pension Planning
- Budgeting and Cash Flow Planning
“Life is busy and complicated and you can only be an expert in so many things. As an advice-only financial planner, I listen to your hopes and dreams and work alongside you to help you achieve them, one step at a time.”
Ivy’s Style
Ivy specializes in delivering customized financial planning advice to busy professionals. She is known as an empathic listener who truly understands her clients and their goals. Ivy is especially adept at navigating life’s biggest transitions, from starting a family to changing careers to ensuring a secure retirement – and everything in between.
Ivy’s Story
Ivy’s journey with financial planning started early in her career, when she first realized that even a sizable income doesn’t necessarily translate into financial freedom. When Ivy and her husband started their life together, they quickly learned first-hand how difficult it is to manage the financial demands of home ownership, raising a family, and saving for the future. She saw that even high-income earners were struggling to find the time and expertise needed to align their money with their goals – and she wanted to help. Ivy pursued the Certified Financial Planner designation in 2007 with the aim of becoming her clients’ expert guide on their journey toward financial success and wellness.
Ivy now has over 20 years of experience helping Canadians navigate their personal finances. In her previous role, Ivy provided retirement planning advice to a wide range of clients and took a special interest in empowering them to make smart financial decisions. Ivy is passionate about financial wellness and is dedicated to supporting each of her clients along their unique path to true financial independence.
Testimonials
Highly Recommend
Prior to meeting Ivy, we were unsure if we could retire comfortably and felt a lot of anxiety around our finances. Ivy gave us the peace of mind in knowing that our retirement goals were achievable. She helped us develop a plan so we could see exactly what we needed to do to accomplish our dream retirement. Ivy’s guidance really provided us with the motivation and clarity to make confident financial decisions. Highly recommend!
– Mary G.
Incredibly Knowledgeable
Ivy’s warm and non-judgemental personality really helped put us at ease. She’s an amazing listener and her empathetic style allowed us to be really honest about our goals and fears. Ivy is also incredibly knowledgeable and taught us so much about practical finances that I wish we had known sooner. We now have a clear sense of our finances and a plan on how to stay on track to meet our goals. Extremely professional and great service!
– Carol J.
Provided Peace of Mind
As a young professional I wanted to make sure that I was setting myself up for financial success. It can be tough to navigate financial products and investment jargon with so much information out there. Ivy’s unbiased review of my investments really helped me understand what I should be considering when selecting investments. I can now rest easy knowing that I have a plan in place based on my risk tolerance and financial goals. She helped provide the peace of mind I didn’t know I needed!
– Mike S.
Patient and Understanding
Before working with Ivy, I felt very uncertain about how to plan for the future. Ivy was very patient and answered all of my questions. She worked with me to understand my spending and saving habits. Together, we worked to create my financial goals. With Ivy’s help, I was able to better understand my finances. She developed a monthly budget spreadsheet so I could track my habits and helped me to achieve my goals.
– Andrea R.
