IFS | Our People

Our People

Aligned with your best interests Your IFS advisor will identify the specialists uniquely positioned to provide you with advice and comprehensive financial solutions, and remain at the heart of this team. Based on your need.

At IFS Finance our team of experts might include:

Borrowing and Banking Specialists
Your advisor and their Investment Team
Investment Specialists from our Portfolio Advisory Group
Equity, Fixed Income and Mutual Fund Research Analysts
Portfolio Managers
Financial and Estate Planning Consultants
Insurance Consultants

In addition to working with experts from across the IFS Finance Group, we include other professionals who are integral to your financial strategy like Our lawyer and accountant.

The continued involvement of seasoned professionals, along with the regular reviews built into our advisory process, enables us to deliver a plan capable of closing the gap between where you are today and where you want to be.