Empowering Your Financial Future Together

Welcome to Lori Ives | Equity Associates, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Lori Ives | Equity Associates, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Lori Ives | Equity Associates, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust. 

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

RECENT ARTICLES

lori ives,equity associates,kanata,ontario

Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money.

lori ives,equity associates,kanata,ontario

Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans.

lori ives,equity associates,kanata,ontario

Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money.

HOW WE HELP

protecting your family.webp

ESTABLISHED FAMILY

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying...

your legacy.webp

PROTECTING YOUR FAMILY

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...

your retirement.webp

YOUR INVESTMENTS

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your...