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Our Mission Statement


IRONWealth’s mission is to add value to our clients 'Economic Life', through the protection of our client’s Health and growth of their Wealth.  We earn our clients trust, build upon this trust, maintain this trust and hold this trust in the highest regard.  Our business is managed upon the Latin premise ‘Non solice nobus’, which translated means “not for us, but for everyone”.  We believe that life is not a Sprint, but a Marathon.  As such , we prepare our clients for the Marathon of life, such that you may be prepared to take on any fiscal challenge you may face during your lifetime.  The discipline underlying the preparation for this Marathon, forms the ethos of our organization.

IN PURSUIT OF THIS MISSION, WE WILL HOLD TO THESE VALUES:


EXCELLENCE. We strive to become one of the most sought-after providers of financial solutions and investment services in Canada.


SERVICE. We endeavor to meet or exceed the expectations of our clients in all aspects of their financial and estate planning representation.


ENCOURAGEMENT. We promote a collegial atmosphere in which all individuals are encouraged to learn, improve and excel and to become leaders in the group benefits, executive compensation, business and civic communities.


STRENGTH. We conduct our affairs to provide the financial strength and growth necessary to attract and keep the highest quality financial advisors and staff.


COMMUNITY. We will pursue our belief that individuals with a sense of family and community and with interests outside the practice of insurance and investments are better for it.

 

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