It's your money... and your peace of mind. We understand that.


You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that.

We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial road map, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Retirement

What Others Say

Read what others have to say about iFinancial Inc.

  • 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

  • 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

  • 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

  • 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, 04/08/2019 - 06:00
One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and doing what is "popular". For example, many investors like a "sure thing" and will often pile into an investment sector that... Read more
Mon, 04/08/2019 - 05:30
Similar to the situation of individual Canadians, small business owners must deal with a variety of financial challenges in order to grow their businesses. Besides managing issues like cash flow and assets, small businesses must also think about taxes on income. Without a doubt, tax return filing... Read more
Mon, 04/08/2019 - 05:00
Earl wants to control the distribution of his estate when he dies and feels that a Will is a good idea. He had heard the ads on radio and TV about do-it-yourself Wills and bought a National Legal Will Kit. The booklet he received a few weeks later contained lots of useful information. There was a... Read more