Who Are We:
We are Financial Planners. If you are looking for a detailed, personalized, written document that outlines what you need to do to accomplish your retirement, tax, investment, insurance, health, charitable, and estate planning goals - we can probably help you. This Plan will cost you some money, because its going to take us some time to prepare it for you, and we belive that we should get paid for sharing our advise and expertise - just like a lawyer or accountant. Combined, we have almost 60 years of experience working with clients on their financial concerns - so we have learned a thing of two. A full, comprehensive analysis and Report will take many hours to prepare, so we ask to be compensated for this time. We will give you a written estimate of cost at the start of our relationship.
If you are looking to buy life insurance or simply invest in RSPs or TFSAs - with no sense of how or why these products fit into your long range plans - we are probably not the right fit for you. Financial Products should be the implementation of a Financial Plan. Financial Products are not a Plan.
So, while Independent Financial Services is a full service financial consulting firm that specializes in Investment, Retirement, Succession and Estate Planning as they relate to Individuals, Farms and/or Small to Medium sized Businesses - we are looking for only certain kinds of clients. Clients who want to learn. Clients who want a deep long-term relationship with their adviser.
Our preferred clients are small business owners, professionals, and farmers who are 5 – 10 year away from retirement, and who are looking for a “CFO” who will oversee and manage their retirement, tax, estate, succession, and investment planning issues for the long term. We want to work closely with the client’s accountant, and sometimes lawyer, to manage living and estate tax planning issues.
If this is you, give us a call. Phone: 306-359-7705 or Brian's Cell: 306-530-8823 or Scott's Cell: 306-536-5324