Find Out
Don't just chase your dreams
Choose to work with Safety Bay Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Certified Financial Planner®
27 March, 2020
On March 25, the Government announced updates to Canada’s Economic Response Plan due to COVID-19. Read more
20 March, 2020
The idea that we’ve collectively been thrown a personal financial curveball is an understatement. Read more
19 March, 2020
The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis. Read more
Price is what you pay. Value is what you get. - Warren Buffett
Subscribe Here
Listen to insights from our market specialists
More Insights