Does Your Financial Plan Need A Fresh Start?

Find out

View more
 

Spotted in the news

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

money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
Read more

wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
Read more

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
Read more

 

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.

Independent

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

Involved

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.

Knowledgable

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.

Strategic

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

Consistent

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

Committed

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


Why should you choose us?

Pull up a chair, and let us tell you our story.

Shelter Yourself From Tax

Tax-sheltered savings vehicles can help you reduce the amount of tax you pay today and each comes with one or more benefits to make them even more attractive. Be sure you are taking advantage of these opportunities.
Get Now

Free Consultation

Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Meet with one of our team members & develop a financial plan to steer you towards your dreams.
Book Now
 

Audiocasts

Listen to insights from our market specialists  

 

 

Subscribe to The Financial Fresh Start's Team's E-Wealth Report List

Contact us

Don’t leave without giving us your number!
Get in touch