giving you piece of mind you’re making smart financial decisions with people you trust.
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Stop Chasing Start Investing
Stop Chasing Start Investing
Empowering our clients with the right financial tools to protect their wealth. Stop chasing last years returns, start investing with purpose
In Ivan's Words
In Ivan's Words
Since I was 19, i realized the importance of investing in yourself. I’ve always liked the idea of having my money make money, as opposed to working for just another paycheque. That philosophy has become my lifelong passion. As an investment and insurance expert with over 12 years experience, I will show you how to create wealth while decreasing tax burdens and protecting your loves ones.
MY VISION
To be the most sought after firm with a reputation for helping business owners protect their assets and plan for transition
MY mission
To create independent wealth for my clients with systematic processes, education, and service
MY GOAL
Fostering relationships and trust first and foremost. You have to enjoy who you work with; on both sides. When trust is the foundation, there are no sales.
WHAT MY CLIENTs SAY
WHAT MY CLIENTs SAY
Our top professionals are ready to help with your business. We deliver solutions using our proven winning formula consisting of evaluation and expertise.
I was looking for a financial advisor & I was asking around & Ivan came highly recommended to me. On our 1st meeting he was very knowledgeable & made me feel very comfortable working with him on my financial & personal dreams. Ivan made it very easy & steered me in the right direction for my goals. I have respect for his knowledge & work ethics. Highly Recommend!
Dan Payne | Edmonton
Dan Payne
His experience and knowledge increased my potential income for retirement, but he takes the time to listen and understand my needs and goals.
With his expertise and obvious familiarity of the current market, he helps align where we are currently and consults with us on a regular basis to assure we stay on track to get to where we need to be. He is pleasant and personable, and always available
– Caroline Labbee & David Small | Kelowna
Caroline Labbee & David Small
I have worked with and trusted Ivan’s guidance for well over the last 10 years for my clients, my friends, but most importantly. My family.
Ivan has access to a unique products one wouldn’t typically think of.
Rather than selling us a 100 products you won’t. He will recommend what makes sense based on experience. Basically what I am saying: He cares. That’s rare now a days in the finance industry.
Kyle Wilson, Owner, Pragmatic Developments | Kelowna
Kyle Wilson
I was looking for a financial advisor & I was asking around & Ivan came highly recommended to me. On our 1st meeting he was very knowledgeable & made me feel very comfortable working with him on my financial & personal dreams. Ivan made it very easy & steered me in the right direction for my goals. I have respect for his knowledge & work ethics. Highly Recommend!
Dan Payne | Edmonton
Dan Payne
His experience and knowledge increased my potential income for retirement, but he takes the time to listen and understand my needs and goals.
With his expertise and obvious familiarity of the current market, he helps align where we are currently and consults with us on a regular basis to assure we stay on track to get to where we need to be. He is pleasant and personable, and always available
– Caroline Labbee & David Small | Kelowna
Caroline Labbee & David Small
I have worked with and trusted Ivan’s guidance for well over the last 10 years for my clients, my friends, but most importantly. My family.
Ivan has access to a unique products one wouldn’t typically think of.
Rather than selling us a 100 products you won’t. He will recommend what makes sense based on experience. Basically what I am saying: He cares. That’s rare now a days in the finance industry.
Kyle Wilson, Owner, Pragmatic Developments | Kelowna
Kyle Wilson
You’re focused on growing your wealth but who is there to protect it?
By asking thoughtful questions and gaining perspective, we can devise an investment strategy that works for you. By sweating over the details and never settling, we ensure that each recommendation we give to our clients is thoughtful and with purpose. We take the time to do quality, detailed research which insures we are out in front of your investments and not trying to play catchup.
Happy Clients
100%
Successful Projects
100%
Trusted relationships
100%
what we offer
Whether your have significant assets to manage or you’ve just started accumulating wealth, you need a personalized strategy to achieve your financial goals. With our experience, Solid State Wealth is able to provide you with guidance and knowledge about how you can best protect your assets while saving you taxes.
Investment Plans:
- Tax Free Savings Accounts
- RRSP’s and Spousal RRSP’s
- Open or non registered
- Segregated Funds
Retirement Plans:
- LIRA accounts (Locked in Retirement Accounts)
- Pension Plan Transfers
- Income Plans ( RIF and LIF accounts)
Financial Structures:
- Funding Buy/Sell agreements
- Estate Equalization
- Transitioning a business
