Our Goals
"Bringing over 29 years of experience to provide you with sound, reliable financial advice to help you achieve financial goals so you can Live your best dream."
Our clients know they can rely on:
- a defined consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
The Kowalski Team
Robert K. Kowalski, B.A., CFP®
Robert has earned the Certified Financial Planner (CFP®) designation and holds a Level II Life License.
He launched his financial planning practice in 1989 following graduation from the University of Windsor.
He is a current CFP® professional in good standing with Financial Planning Standards Council (FPSC).
Robert does the following four things for clients:
- Wealth Accumulation
- Wealth Preservation
- Retirement Income Maximization
- Tax Minimization
He uses his extensive experience to help clients maintain consistent balanced growth, benefit from minimal tax implications, and ultimately to achieve their individual and unique goals.
In 2000, he saw the need for an independent financial planning firm that would provide clients with options not typically available in the large financial institutions. Hence, he formed iFINANCIAL Inc.
He specializes in new money that clients are unsure what to do with (e.g., from a business sale, an inheritance, widowhood or divorce). When clients experience these life changes, he encourages their questions. Sometimes it takes repeated explanations—in plain language—for clients under stress, especially widowers and divorcees, to grasp new concepts.
Lia Chen
Lia Chen is The iFinancial Team's Senior Analyst.
Please feel free to contact our office for more information at 416-626-6280.
Cici Chen
Cici Chen is The iFinancial Teams Financial Services Coordinator.
Please feel free to contact our office for more information at 416-626-6280.
