IAB & Associates Financial Solutions Inc.
Languages spoken: English, Spanish
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel financially prepared for the future. Regardless of your unique situation, we can help. Contact our office to get started.
Financial planning to support your needs
Your financial strategy is as unique as you are and together, we can create a roadmap that will help you step towards financial planning success. By assessing your current situation, we can have a clear and comprehensible vision of the route you will need to take.
At IAB & Associates Financial Solutions Inc. our mission is to empower you to achieve your wealth, business, and retirement planning goals. We will help take you through a pathway from where you currently are to where you want to be with a comprehensive financial plan that will help you achieve financial independence.
We understand that financial planning can be sometimes overwhelming as there are many options to choose from. Our team of professionals can help you create a clear and easy to understand strategy suited to your personal needs so you can work on growing and protecting your wealth.
This becomes your doorway to financial security!
Our Commitment to Clients
- Trustworthy: Clients are our top priority. We are committed to giving advice and strategies tailored to your unique needs.
- Approachable: We maintain a welcoming and approachable environment where you will feel safe and heard. This is conducive to the long-term relationships we forge.
- Understanding: We prioritize understanding and empathy when working with Clients. We are committed to providing a supportive and open environment where you can feel comfortable discussing your financial goals and challenges.
- Reliable: Education is a fundamental aspect of our background and beliefs. We are dedicated to staying well-informed of the current trends and regulations to empower you with the financial knowledge you need to make informed decisions.
- Dedicated: Our dedication is unwavering. We are fully invested in your success and work tirelessly to ensure that we deliver the best possible outcomes.
We are licensed to serve you in the provinces of Ontario and Alberta. Our office is conveniently located in Richmond Hill, Ontario, where we are happy to accommodate in-person or virtual appointments.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Your Future Awaits!
Let’s talk about how we can help you get on the right path to lifetime financial security. Contact our office to book your appointment today.
Stay informed
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Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
Indira is a professional advisor, with more than 10 years experience in the wealth and insurance industry. She manages all transactions and makes sure they run smoothly, while providing an excellent customer service. She has a special talent for designing effective marketing strategies with a deep commitment to Client service. She is always one step ahead in resolving inquires and providing support. She works closely with Clients to help them discover the best strategy to meet their needs. Her passion helping clients to achieve their financial goals, combined with her expertise in the insurance industry, makes her an integral part of our success. In her free time, Indira enjoys going to the gym, listening to music, travelling, and cooking vegan dishes.
Visit our website https://advisor.sunlife.ca/iab/ to find out more about our company, our team and our services today!
Email: indira.ramos.doria@sunlife.com
We here to help you plan for you and your family’s future. Let’s get started.
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
Visit our website https://advisor.sunlife.ca/iab/ and contact us today!
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
* Certain terms and conditions may apply. Contact me for more information.
Visit our website https://advisor.sunlife.ca/iab/
Office information
