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How we help

Established Family

Protecting your family

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

Your investments

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

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Testimonials

Warren Santos

I've had the pleasure of working with Iryne on my retirement strategy since 2012, and she has kept me on a positive trajectory to financial freedom ever since. Iryne consistently goes above and beyond to stay connected with me, which ensures my plan factors in and aligns with my current financial situation and fluctuating market conditions. More importantly, this regular engagement speaks volumes about her genuine interest and dedication to helping me achieve my financial goals. She is a highly competent, consummate professional who conducts her business with the utmost integrity.

Design Engineer at AMD

Alex Pu

Iryne has been my financial advisor since 2009. I found Iryne very responsive, meticulous, and enjoyable to work with. She has always kept regular contact and provides me with ongoing financial advice as needs and markets change. In addition, she also gives good advice on other matters in my life, and is always willing to help if needed. I trusted her for guidance to make informed decisions about all my financial affairs.

Operations Controller at Air Liquide

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About Us

We serve individuals, families and businesses in the Markham area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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