Established Family
You are more experienced now, your bank account is larger, and it is easier to think further...
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.
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, 03/13/2023 - 06:00
As the recent pandemic crisis made its way around the world, creating havoc in its wake, we can be thankful most Canadians were able to weather the storm in fairly good financial shape. Now Canadians are mostly concerned about spike in the interest rates and how that will impact their financial... Read more
Mon, 03/13/2023 - 05:30
The Tax-Free Savings Account (TFSA) was introduced in 2009 to offer Canadians an incentive to save over their lifetimes. TFSAs provide tax-free growth, flexible investment options, and easy set-up and withdrawals, making this registered account a powerful tool for financial well-being. Below are... Read more
Mon, 03/13/2023 - 05:00
If you are a prudent investor, then you have a financial retirement plan that will ensure you have sufficient funds for the lifestyle you envision after you stop working. What constitutes sufficient depends on your ambitions and your hobbies, and also on how long you live. People are living longer... Read more
