Get the tailored advice and confident direction you want for your finances.
Personalized financial planning and wealth management from an integrated team curated to serve successful business owners and established families.
Integrated financial planning, investment planning, accounting services, tax advice, and more, all in one trusted place.
With an expert team coordinating all aspects of your finances, you can get back to living your life, knowing your wealth is being managed the way you want.
we’re a specialized financial team dedicated to excellence. We work to anticipate your needs and expertly help you build and manage your wealth so you can achieve financial peace and security. By responding quickly to communication, initiating ideas, and taking time to connect and hear what matters most to you, we create a plan that benefits you now and for the future.
At Ivory Planning Group
Whether you’re looking for ways to manage, organize, or build your wealth, our team is here to help.
OUR SERVICES
Our full-service approach to financial management paves the way to your financial peace of mind.
Business Owners
Your dedication and hard work deserve to be reflected in the professionals you surround yourself with. Our distinct, integrated team of accountants, financial planners, investment managers, and insurance experts is committed to maximizing your opportunities, managing your wealth, and protecting your interests so that your business can flourish now and into the future.
Established Families
You want assurance that your money is being invested wisely for long-term success and stability, both for you and the family you love. Your financial portfolio has outgrown the generic investments and advice a bank can give, and you want higher quality opportunities with personalized advice that considers your priorities. Feel confident with our team on your side, working with you to coordinate your personal wealth and financial affairs in today’s complex financial environment.
Accounting and Advisory
As your business grows, so does your need for personalized tax information and advice. Registered with the Chartered Professional Accountants of British Columbia, we suggest options, find answers to your questions, and offer the accounting support you want so you can focus on running your business.
Financial Planning
In whichever stage you find yourself - building, protecting, or transferring wealth - you need to have a plan.
At Ivory Planning Group, we believe that a financial plan is an evolving entity that needs to be reviewed regularly. Your plan needs to be in line with your goals, and if your goals shift so should your financial plan. That’s why we take the time to get to know you and your priorities, so our recommendations can align with your values and financial vision.
Our commitment to open communication is a cornerstone of our approach. Regular check-ins and discussions help us understand any shifts in your priorities, allowing us to make timely adjustments to your financial strategy. This collaborative, holistic process ensures that your financial plan is the roadmap you want, for now and for the future.
Working with you and with your goals, we create a comprehensive financial plan with your long-term success in mind.
Here’s what it looks like:
Call with a partner to understand your needs
Meeting to review what Ivory does in detail and establish if there is a fit
Proposal prepared, sent, and approved
Onboarding call with Client Service Manager and Investment Advisor.
Initiate transfer of client’s financial elements (portfolios, insurance, accounting etc)
First meeting is scheduled and planning begins!
Our Story
Ivory Planning Group was founded in 2012 by Devon Dykstra and Jason Flint. Later joined by Andrew de Veurteuil, the team came together with a shared goal to close a gap in the financial marketplace. Business owners used to have to study, work on, and stress about their finances as much as about their business. To prevent that, we employ a team of specialists in financial planning, portfolio management, estate planning, accounting and tax services to provide the integrated, holistic financial management that business owners and established families need.
Our team serves a select group of clients in BC and Alberta, executing the level of integrative financial service that previous generations could only dream of receiving. When you partner with Ivory Planning Group, you can be assured that all aspects of your financial affairs will be handled with confidence and care.