Lori Ives, CFP®
Growing up on a fifth-generation dairy farm in Eastern Ontario, in addition to learning the value of hard work, also instilled in me the "savings" ethic, as I was raised to only "spend what I could afford".
After graduating from Queen’s University, my desire to help others combined with my interest in personal finance, led me to pursue a career as a financial planner. I employ an educational approach to planning and investing to ensure you have the knowledge and skills to be the steward of your own success.
I believe there are several key elements necessary to achieve financial heath:
- A client/advisor relationship built around trust
- Establishing clear goals and objectives
- Comprehending differences in account types and why it matters (RRSP, TFSA, LIRA, RESP, etc.)
- Understanding taxation and its impact at various life stages
- Patient, disciplined investing, ensuring rational thought, not emotions rule
- Regular contact and meetings to identify life changes
I have been an independent advisor for over 25 years and am free to provide unbiased research and advice, and to ensure recommendations best suited for you. I am committed to delivering great service. Finally, and most importantly, I am dependable to create a customized approach to help you achieve your personal financial objectives.
Call to arrange an appointment to see if I am a "good fit" for you.