Established Family
You are more experienced now, your bank account is larger, and it is easier to think further...
Announcement of a Partnership
We are pleased to announce that we are now part of the Archer Financial Group.
What Others Say
Read what others have to say about iFinancial Inc.
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I have worked with Robert over many years. I have always felt very comfortable with the way he has handled our accounts, and with the professional guidance he has provided. I was also very impressed recently with his personal and emotional support provided when I went through the recent restructuring of my employer and subsequent loss of employment. His interest in his clients obviously goes beyond just the financial aspects.
Former Senior Executive
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Over the past 16 years, Robert Kowalski of iFINANCIAL has provided both individual and corporate financial planning advice. His comprehensive financial planning strategies have significantly improved our wealth management goals. Robert is personally interested in our well being and always acts in our best interests. Robert ensures the work required is completed in a timely fashion and conducts himself with the highest level of honesty and integrity.
Physician, GTA
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Robert Kowalski has been our financial adviser for over 4 years now. We are extremely pleased with the investment performance he has achieved on our behalf in such a short time. We are also confident that he will manage our investment portfolio successfully in the long term. Whilst we are relatively cautious investors, Robert’s strategy has ensured that our portfolio consistently achieves above average returns. In our experience, Robert’s service is unique amongst IFAs. He adds value to the client/adviser relationship by providing a very special standard of personally tailored service and high quality expertise that acknowledges our own level of financial awareness.
Retired Professor and Director, Toronto
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Robert Kowalski has been our family's financial advisor for more than 17 years. He has, throughout that time, provided us with excellent advice in relation to planning our personal financial goals as well as our choice of investments. He has consistently shown perceptive foresight in his investment advice in these uncertain times and seen them grow very consistently. We have felt that he has given us the best advice for our future goal objectives. We appreciate his reliability, responsiveness and resourcefulness. We trust him implicitly and we are more than happy to recommend him to others.
Legal Assistant, Toronto
latest news
Mon, 05/08/2023 - 06:00
Investment icon Warren Buffett says there's wisdom in being "fearful when others are greedy and greedy when others are fearful." 1 He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the... Read more
Mon, 05/08/2023 - 05:30
The recent tremors in the US banking system (collapse of Silicon Valley Bank - SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems.
A Google... Read more
Mon, 05/08/2023 - 05:00
As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries.
Below, we will discuss some of the ways that... Read more
