With my unique qualifications, I will help you do what is necessary to protect and simplify often complex wealth – with daily orchestrated financial care.
Listening to you, so I can fully understand what you find important is the best way we can develop your personalized financial strategy. Let's take the time now, to gear your current finances toward achieving your future goals. Helping you live your best life, minute by minute, day by day - is what I do.
A solution that represents a comprehensive approach to managing your investments by offering five portfolio models.
Customized growth of your wealth with a transparent-fee structure. RRSP, LIRA, TFSA, RESP, RRIF & LIF. Non-registered.
It's always the right time to start a good investment plan. RRSP, LIRA, TFSA, RESP, RDSP, RRIF & LIF. Non-registered.
Borrowing and home equity leveraging opportunities.
I have been invested in the markets since 1990. Since the 90’s I have dealt with a variety of advisors over the years and always found them lacking integrity by pushing mainstream products with their own interests in mind. Since I have met Glen, he has changed my mind about the investment profession. During the last 10 years since knowing Glen, he has guided me through good markets, bad markets, and, lately this Covid-19 pandemic crisis. He has been professional, ethical, and is always available to address any concerns that I would have. I have learned a great deal from Glen over the years and will continue to tap into his expertise, and knowledge. ~ Jeff J., Airline Pilot
Big thanks to Glen for his exceptional guidance in nailing down the best financial plan custom made for me. As my life moved into another stage, it was really important to get this right. I can call or message anytime, and his quick replies, and time spent sharing his expertise is very valuable to me. I really appreciate Glen's calm, friendly and respectful manner. Just a very positive experience! ~ Susan N., Retired Nurse
Regarding our investments, Glen has done so much, including his:
~ Ron Z., Engineering Executive
My husband and I have been clients of Glen for over ten years and are very pleased with what he has been able to do with our financial portfolio. Although our portfolio is not huge, Glen has made us financially stable in our retirement. He is honest and loyal. We give Glen our best recommendation. ~ Catherine W., Retired Business Owner
I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Glen as our advisor. We are in regular contact, not once or twice a year. We value his advice and guidance and trust him. My son and my son-in-law also are clients. ~ Al B., Retired Manufacturer