REVEALING UNTAPPED POTENTIAL TO KNOW NO LIMITS™
Financial roadmaps for the Canadian business owner. Independence for planners.
FOR BUSINESS OWNERS
Your financial plan, built around your life
Business owners and established families trust the KAIZEN process to protect, grow, and transfer wealth with intention.
WEALTH PROTECTION
Insurance and risk strategies that preserve your assets and income for the future.
INVESTMENT STRATEGY
Goal-driven portfolios built on your timeline, risk tolerance, and retirement vision.
ESTATE & LEGACY
Thoughtful succession and estate planning to protect your wealth transfer plan.
TRUSTED BY CLIENTS AND PLANNERS
Real relationships. Real results.
“It wasn't that there was any one main reason we chose to work with Scott, our financial planner at IRONSHIELD Financial Planning. In fact, it was because there were so many reasons! We appreciated the…It wasn't that there was any one main reason we chose to work with Scott, our financial planner at IRONSHIELD Financial Planning. In fact, it was because there were so many reasons! We appreciated the upfront, direct, and no stone unturned approach. We also recognized the genuine concern Scott had for our well being.“
Show morePaul Freeburn, Etobicoke, Ontario
“After a personal assessment of the principals of the firm, we decided to work with IRONSHIELD Financial Planning. We found that the quality of the presentation, the well organized approach, the well documented suggestions and the thoroughness all reinforced our decision.”
David & Barbara Clark, Etobicoke, Ontario
“What we found was that you not only listened to what we had to say, but also made us feel very comfortable before we acted on any of your recommendations.”
Ken Melhuish – Oakville, ON
“IRONSHIELD Financial Planning exceeded our expectations and the fact that we have regular review meetings to ensure our plan is on track makes us feel extremely comfortable and confident about our financial future.”
Morrey Naihaus & Sherry Smugler – Toronto, ON
“I was referred to Scott by a colleague. I experienced an efficient, professional approach from the moment I entered the office. My goals and desires to become more active with my investments was met with a sincerity. Scott was warm and friendly.”
Beverly Bonk, Etobicoke, Ontario
“We met you, we liked you, we liked your kids, we liked your wife… and find you very professional, organized, confident and knowledgeable…”
Robin Taylor, Caledon, ON
“In our opinion, after we became a client, our eyes were opened to new opportunities that we didn't even know existed.”
Frank & Dina Ritacca – Toronto, ON
“Over the past few years, we have had some informal discussions about finances with you and I was really impressed with your knowledge. And, after a glowing recommendation from a mutual friend who is a…Over the past few years, we have had some informal discussions about finances with you and I was really impressed with your knowledge. And, after a glowing recommendation from a mutual friend who is a client and seeing the hard work and focus you bring to your work, I decided to choose you and your firm to work with. Our decision to work with you was re-enforced by the level of service and attention we are given. Our conversations with you are thorough, well paced and easy to follow. You simply take your time to do things right. I really feel like you give your personal time and attention to our affairs that our business and our personal welfare really matter. Thanks Scott.“
Show moreNanci Harris, Toronto, Ontario
“My biggest concern after [my husband] died was weather or not I would be able to continue in retirement with the same level of income I was accustomed to. This was a stressful time for me as he alway…My biggest concern after [my husband] died was weather or not I would be able to continue in retirement with the same level of income I was accustomed to. This was a stressful time for me as he always took care of the finances and now it was left to me. However, through your thorough analysis of my affairs using The KAIZEN Financial Planning Process™, I and my family felt very confident with the analysis received.“
Show moreBarbara Clark – Etobicoke, ON
“I chose to work with IRONSHIELD Financial Planning because I realized that I needed help in deciding what to do with my Pension Plan. I also wanted to work with someone who is very knowledgeable in th…I chose to work with IRONSHIELD Financial Planning because I realized that I needed help in deciding what to do with my Pension Plan. I also wanted to work with someone who is very knowledgeable in the financial field. …many discussions with a long time client of IRONSHIELD Financial Planning about the kinds of people Scott and Cathy are and their qualifications gave me confidence in the firm. Scott is very professional and I believe that he is very knowledgeable in the financial field.“
Show moreBernice Chandler, Brampton, Ontario
“I just wanted to let you know that I am officially broke for the next 30 years or so of my life!!! With the wonderful help of the two gentlemen you had suggested, I have taken the plunge and bought a …I just wanted to let you know that I am officially broke for the next 30 years or so of my life!!! With the wonderful help of the two gentlemen you had suggested, I have taken the plunge and bought a house! Thank you so much for directing me to Vito and Marc. Both of them have been fantastic!… I will never be able to say enough good things about them.They have helped me so much through the emotional roller coaster I was on as I tried to decide what to do. In the end, they helped me to find a place that is so much more than I had dreamed! So, thank you from the bottom of my heart for helping me by directing me to them. I will never be able to thank you enough!“
Show moreBarbara Neabel – Toronto, ON
“You covered much more than I had initially been hoping for through your comprehensive KAIZEN Financial Planning Process™ and this was very comforting. I know my overall financial health is in good shape and the standard of living I have grown accustomed to can be maintained.”
Norma Smith – Toronto, ON
“Can I be client of the month? I have successfully purchased a home, a patio set, a lawnmower and a hose. And, it was all made possible by saving 10% of EVERY dollar I ever made, balancing my chequeboo…Can I be client of the month? I have successfully purchased a home, a patio set, a lawnmower and a hose. And, it was all made possible by saving 10% of EVERY dollar I ever made, balancing my chequebook, not using "non-bank" bank machines, checking phone booths and video games for quarters, picking up change on the street, and listening to my FABULOUS financial planners from IRONSHIELD Financial Planning.“
Show moreLaurie Nelson – Minneapolis, Minnesota
“We love our regular review meetings, progress reports and the fact that you are always on top of the latest happenings in the areas of tax planning and financial planning.”
Raymond & Kathy Crozier – Mississauga, ON
“I liked the way you contacted me on several occasions which gave me the feeling we were important to you as future clients and you would be persistent as well as caring in handling our finances. You w…I liked the way you contacted me on several occasions which gave me the feeling we were important to you as future clients and you would be persistent as well as caring in handling our finances. You were very genuine at our first meeting taking time to answer all our concerns, listening and giving us advice. My decision to work with you was re-enforced when we received your New Client Welcome Kit. The book you sent us "Chicken Soup For The Soul" told me that you had a spiritual side. I now know we are in good hands.“
Show moreMrs. Bonny Hodgson, Mississauga, Ontario
“I really want to comment on our experience during the recent market meltdown. You were there for us. Guiding us through and always providing us with good explanations on how to manage through it. I…I really want to comment on our experience during the recent market meltdown. You were there for us. Guiding us through and always providing us with good explanations on how to manage through it. It is always comforting to know that a review meeting is just around the corner and, should we need to speak to you between our review meetings, you and your team are always available. In essence, we can tell you that you have fulfilled on your mission statement and helped us manage what we can’t afford to lose.“
Show moreDave & Rosemary Johnston, Toronto, ON
“You not only provided us with a thorough analysis of our investment options but, because you assisted us in getting clear on what our ultimate short, medium and long-term financial goals were, you wer…You not only provided us with a thorough analysis of our investment options but, because you assisted us in getting clear on what our ultimate short, medium and long-term financial goals were, you were able to present to us a comprehensive financial plan that reviewed every aspect of our financial situation.“
Show moreAllan & Wendy Murcia, Georgetown, ON
“The ad in the Yellow Pages of the Etobicoke edition and the Special Report titled "12 Key Questions You Must Ask A Financial Advisor Before You Hire One!" was hard hitting. The report made the ad appe…The ad in the Yellow Pages of the Etobicoke edition and the Special Report titled "12 Key Questions You Must Ask A Financial Advisor Before You Hire One!" was hard hitting. The report made the ad appear as honest, forthcoming and forthright. The follow-up material was a real confidence builder allowing me to make a confident decision to use the financial planning services IRONSHIELD Financial Planning has to offer. The first meeting with Scott was very professional. He came across as a person who knew his business thoroughly and that he wasn't after my last dollar. He truly had my best interests at heart.“
Show moreArthur Weller, Acton, Ontario
“After hiring you, we felt more confident with our investments as you introduced us to programs tailor made to our needs.”
The Slessors – Toronto, ON
“Our goal was to find a firm that could help us prepare for retirement by letting us know where we stood with our savings and RRSPs. We really appreciated the personal touch Scott brought to the relati…Our goal was to find a firm that could help us prepare for retirement by letting us know where we stood with our savings and RRSPs. We really appreciated the personal touch Scott brought to the relationship. Scott was able to explain everything in terms we could understand. He presented us with our options in a way no one else had done.“
Show moreRobert & Gordana Martinovich, Mississauga, Ontario
“As we worked through The KAIZEN Financial Planning Process™ with you, we realized that there was a lot we didn't know. We are now extremely confident about every aspect of our financial planning.”
Frank Sanginesi & Luisa Ritacca – Etobicoke, ON
“We asked our accountant for a referral to a financial planner and were introduced to Scott Plaskett, CFP at IRONSHIELD Financial Planning. We found that his firms philosophy was completely compatible…We asked our accountant for a referral to a financial planner and were introduced to Scott Plaskett, CFP at IRONSHIELD Financial Planning. We found that his firms philosophy was completely compatible with what we were looking for – to be educated and to take a proactive approach to our financial future. Our experience with IRONSHIELD has reinforced our decision to move forward with The Building A Foundation Program™.“
Show moreMarc Duval – Toronto, Ontario
“Hiring you was an easy decision to make as I felt you were, and continue to be, very willing to listen to my concerns and able to communicate them back to me in a way that shows you truly understand them.”
Ann Bradley, Breslau, ON
“Our experiences to date have re-enforced our decision to work with IRONSHIELD Financial Planning. Historically we have made bad financial and investment decisions and you have helped us choose more wisely. Thanks!”
Marcello & Lynn Colavecchia, Maple, Ontario
“We value the personal touch you bring to our review meetings and love the ability to collaboratively work together to assess our options. Your ability to bring to the table options we either didn't know about or didn't know we qualified for has been extremely valuable.”
Larry & Cindy Thorn – Ajax, ONLarry & Cindy Thorn – Ajax, ON
“After a few meetings, I decided to begin working with you because you had gained my confidence through your process of “educating me first.”
Myles Harding, President – Inline Reference Check Inc.
“What you did for us was provide us with a level of clarity that we had not had before. Working through The KAIZEN Financial Planning Process with you made us feel confident that the strategies we wer…What you did for us was provide us with a level of clarity that we had not had before. Working through The KAIZEN Financial Planning Process with you made us feel confident that the strategies we were employing were founded on good information. Never before had someone gathered so much information from us and simplified everything into one, “plain-English” document that finally made sense.“
Show moreBernnitta Hawkins & Cherie Miller – Toronto, ON
“Fantastic word of mouth was the main reason I chose to work with IRONSHIELD Financial Planning. Scott's ability to distill my life down into meaningful, achievable goals along with his professionalism and consistency gave me a lot of confidence in my decision.”
Chris Bennett, Toronto, Ontario
“You were recommended by one of my family members who has been a client for some time. You were very co-operative in the transfer of my portfolio.”
Marjorie Lusk, Mississauga, Ontario
“I was referred to IRONSHIELD by my accountant. Scott showed a sincere interest in helping me develop a financial plan. He was engaging, enthusiastic and exuded confidence.”
Dr. Stephen Simpson, DDS – Bayview Dental Centre – Toronto, ON
“In less than a year, Scott and his team have given us a road map to fewer sleepless nights and helped us see the bigger future!”
John and Joyce Walsh, Caledon, ON
“Just to let you all know that today is the first day of my life as an independent consultant. I want to thank you all for making this happen. I don't think I could have done this without you folks. O…Just to let you all know that today is the first day of my life as an independent consultant. I want to thank you all for making this happen. I don't think I could have done this without you folks. One of the wisest things that we did more than 20 years ago was to get hooked with you and Ironshield. I can't imagine what we would have done without your help.“
Show moreSunil Tantirige – North York, ON
“We chose your firm on account of a referral from a close personal friend. We had been meaning to consult with a planner for awhile and your name came up. We like the holistic approach offered. We feel it will provide a better program for our needs.”
Craig & Anna McMahon – Woodbridge, ON
FOR FINANCIAL PLANNERS
Build your independent practice on a proven foundation
Launch or grow your independent practice under a proven philosophy. Access the Genie’s platform, compliance support, and a community of like-minded planners.
COMPLIANCE & REGULATORY SUPPORT
Navigate independence with confidence. We handle the back-office complexity so you can focus on client outcomes.
THE GENIE™ FOR FINANCIAL PLANNERS
Our proprietary planning platform built by planners, for planners. Streamline client plans, proposals, and reviews.
PRACTICE GROWTH, RESOURCES & COMMUNITY
Marketing frameworks and client acquisition tools. Peer support, shared learning, and ongoing development.





