Your financial goals are our priority. Clients come to Collings for third party financial advice because, unlike most banks, we have no hidden agenda to sell you other products.
Certified with 10+ Years Experience
Ian Collings is a Certified Financial Planner (CFA) with 10+ years experience helping individuals and businesses achieve their financial goals.
Peace of Mind
You've got enough on your plate as it is - let us help. With the client's verbal okay, we can execute portfolio changes so you have one less thing to worry about.
How can we help you?
Prepare for Retirement
Minimize Tax Burdens
Understand your Portfolio Risk
Initial Consultation Meeting
We never charge for initial consultations. It's a chance to get to know you and for you to get to know us.
Here, we review what we’ve learned and demonstrate the ways in which you’ll be assisted in working with us.
Clients are never locked in but moving forward with any element of planning involves a commitment to some actions needing details on the strategies going forward and paperwork.
Regular Review Meeting
Even once our clients are on track, we like to review how things are progressing with them and update the plan accordingly.
Contact Ian to see if Collings Financial is the right fit for you.
If you over-contributed, you may want to move the funds to a TFSA instead. Here’s how......Read more
"[Was] looking for someone that could provide recommendations and not just push their own company’s products. We like him that he has a sound financial background (CFA)… he attended university on a Track scholarship, as it tells me something about his character."Read more
Contact Ian for a Free Consultation
The first consultation is always free. Please contact us if you have questions about your financial situation or would like to arrange a meeting with Ian.