Ian Godfrey
Phone
Office Location
Ian Godfrey's objective is to preserve and grow wealth in any market condition.
We believe that managing your wealth is a sophisticated and personal service, and that you need to trust that your Advisor knows what is most important to you. We believe that a successful portfolio is built on a thorough analysis and understanding of individual needs and goals.
Your unique investment portfolio will consider income, insurance, tax, retirement, and estate planning needs, and we will engage with TD specialists where needed.
Take comfort in knowing that your investment portfolio is continuously monitored by knowledgeable professionals.
We look forward to helping you reach your financial goals. Contact us today to find out more.
Phone
Fax
(416) 983-8574
Certificates
CFA
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning