Don't just chase your dreams

Let us help you plot a path!

Choose to work with Financial Fresh Start and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Meet the Team

Diane Gray, CFP®, CEA

Branch Manager

Our Team

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What Our Clients Say

I have been a client of Diane’s for 9 years. During that time, I have a gained a much better understanding of different types of investments and the risk /rewards involved. With Diane’s planning help, I will be retiring in the next 5 years and my retirement life style will be financially stable. Diane has been a great resource for me; she answers all my questions and makes sure I have a complete understanding before making decisions. I have referred Diane to my friends and family in the past and will continue to do so. - Cheryl

What Our Clients Say

Diane has consistently delivered excellent advice and service. She has spent the time required to ensure that I am cognizant of the decisions “we” make. One of my goals was to become more knowledgeable and involved in the management of my money. This has happened. Diane has been open to any idea or question that I pose and has proven to be a great teacher. I have recommended Diane to several people and will continue to do so.” - Adair Ireland-Smith

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Does Your Financial Plan Need A Fresh Start?

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Our Perspective – Process, Perspective and Patience

Our Perspective – A Strong Rally in Q1: What’s Next?

MoneyFacts 2019

Let us help you plot a path!

Meet the Team

Diane Gray, CFP®, CEA

Why should you choose us?

Shelter Yourself From Tax

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What Our Clients Say

What Our Clients Say

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