What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Koshman Team 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.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

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.

Knowledgable

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.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

My Team


Glen Koshman, CPA-CMA

Financial Advisor

Chris Getzlaf, BA

Financial Planner

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

16 August, 2019

Appointing an Executor

Appointing an Executor: Who Will You Choose? When appointing an executor for your estate, the person who first comes to mind won’t...
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money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
Read more

wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
Read more

The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More
 

Audiocasts

Listen to insights from our market specialists  

 

The Value Of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

 

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