Your Trusted Advisor

Gold Leaf Financial Group benefits clients seeking a high-end, high-touch,

premium level of professionalism in the provision of financial services.

Wealth Management

Investment services are proudly offered through IPC Securities Corporation.

Estate Planning

We understand the importance of ensuring your loved ones are cared for when you pass, and we know that your estate plan can help shape your legacy. At Gold Leaf, we specialize in putting a plan in place that leaves your assets to your family while minimizing government taxes. Handling estate decisions today will help make any life transition more manageable. Rest easy knowing your goals and values will not be forgotten.

Succession Planning

As a family company, we understand how crucial it is that the next generation leading your family business is stronger than the last. Let us work with you to define what the transition looks like and how to maximize value during these changes.

Financial Planning

At Gold Leaf, we take a holistic approach to planning that encompasses all factors in your life and enables you to live prosperously. We will work with you to craft a financial path forward with a focus on your short, medium and long-term goals, because we understand that the best plan is one that allows you to accomplish your dreams.

Business Planning

We know that although fulfilling, it can be stressful to start, manage or grow a business. At Gold Leaf, we share your passion for success and want to help you achieve your business goals. Include us in the planning process, whatever stage you’re at, and benefit from an added layer of expertise and insight. Together, we will structure your business objectives and create a clear path to success.

Retirement Planning

Retirement is less stressful with proper planning, and we know you've worked long and hard to enjoy it. Our dedicated team will work with you to answer your questions, determine your personal retirement goals and implement the necessary steps to achieve them. Together, we will create a plan that suits you and allows you to maintain your desired quality of life.

General Planning

Whatever your needs, our committed team is ready to assist you with highly personalized service and unmatched expertise. As a Gold Leaf client, you have access to a wealth of experience, resources, superior products and an expert team of specialists. We pride ourselves on going beyond wealth planning to help our clients with all their affairs—every step of the way.


We take pride in working with our clients to design a financial safety net, helping them and their loved ones if something unforeseen occurs. Our goal is to help you live life with fewer worries knowing no matter what may happen tomorrow, you have the support you need. 

Life insurance

It’s a universal wish to leave our loved ones with peace of mind when we pass. A form of financial security, life insurance can cover your funeral expenses and provide support for those in your care. When you invest into a life insurance policy, you invest in your family’s future.

health insurance

As health care costs continue to rise and families face an increase in medical expenses, it’s becoming more and more prudent to purchase health insurance. Let our experienced team guide you through the complexities of health insurance and find the precise plan that works best for you and your loved ones. 

longterm disability

Prepare for the unexpected. Disability insurance policies provide a monthly income to the insured during a period of disability. Long term care insurance offers tax-free benefits when a person cannot perform one or more of the normal activities of daily living. We can help you plan for any outcome, so you're ready for whatever life throws at you.

Group Retirement

At Gold Leaf, we have the experience, tools and resources to help employers prepare their workforce for retirement, creating a stronger organizational culture. Our experts work step by step with the plan sponsors to develop a comprehensive employee retirement plan – including investments, compliance, reporting requirements, legislative updates, targeted education, retirement seminars and more.

Group RRSP

A Group Registered Retirement Savings Plan (RRSP) is an employer-sponsored retirement savings plan similar to an individual RRSP but administered on a group basis by the employer. Unlike an individual RRSP, members of a Group RRSP are not generally permitted to purchase individual securities. Contact a Gold Leaf advisor to find out more about Group RRSPs.


A pension is a fund into which a sum of money is deposited during an employee's employment years. Payments are drawn from the fund to support the person's retirement in the form of periodic payments. A pension may be a "defined benefit plan", where a fixed sum is paid regularly, or a "defined contribution plan", under which a fixed sum is invested and becomes available at retirement age.

Deferred Profit Sharing

A Deferred Profit Sharing Plan (DPSP in Canada) is an employer-sponsored, registered plan that allows a company to share profits with employees. The plan is registered as a trust with the Canada Revenue Agency (CRA). Under the DPSP, employees are entitled to a share of the company's profits; a DPSP provides tax incentives to both employer and employee.


A Retirement Compensation Arrangement (RCA) is a plan or agreement between an employer and an employee under which the employer or employee contributes to a custodian of the RCA trust. It is a non-registered plan that serves to benefit both parties. An RCA can be funded using various investments, including securities, mutual funds and life insurance.

Group Benefits

We understand that navigating the world of benefits can be overwhelming. That's why we provide professional benefits consulting services to assist you in making informed decisions. Our skilled team is committed to discovering the best options for your specific requirements, ensuring that you and your employees feel confident and protected in your benefits selections. Let us take the stress out of benefits management so you can focus on what you do best - running your business.

Employee Benefits Consulting

We offer employee benefits consulting services to businesses of all sizes. Our experienced team of professionals understands the complexities of the benefits landscape and works tirelessly to ensure that our clients have the best possible coverage options for their employees. We are dedicated to helping companies navigate the often-confusing world of benefits and are committed to providing personalized solutions that meet the unique needs of each and every client. Whether you are a small business owner or a large corporation, we are here to help you make informed decisions about your employee benefits package.

Executive Benefits Consulting

We specialize in providing comprehensive executive benefits consulting services to businesses of all sizes. Our team of experienced professionals works closely with clients to develop customized solutions that meet their unique needs and goals. Whether you're looking to attract top talent, retain key employees, or simply stay competitive in today's market, we have the knowledge and expertise to help you succeed. 

Human Capital Management

Gold Leaf’s commitment to collaboration and partnership means we work alongside you, integrating our services seamlessly with your operations to deliver results that not only meet but exceed your expectations. Through strategic planning, innovative solutions, and a focus on both compliance and employee satisfaction, our team helps pave the way for your organization’s success, today and in the future.

Talent Management

Gold Leaf's Talent Management service focuses on optimizing the potential of your employees. We implement comprehensive strategies to recruit top-tier talent, enhance professional development, and ensure meaningful career progression. Our goal is to nurture a workforce that is not only highly skilled but also deeply committed to the long-term objectives of our clients and their firm.

Building High Performing Teams

Our service in Building High Performing Teams is aimed at crafting cohesive units that drive organizational success. Gold Leaf leverages cutting-edge tools and methodologies to foster communication, strengthen interpersonal relationships, and enhance team dynamics. We empower teams to exceed their goals through collaborative success and innovation.

Labour Relations

At Gold Leaf, we prioritize establishing and maintaining healthy labour relations. We provide expert guidance in negotiating collective agreements, resolving workplace disputes, and ensuring compliance with labour laws. Our proactive approach helps create a stable and respectful working environment that benefits both employees and management.

Human Capital Strategy

It begins with a dialogue. Our aim is to thoroughly comprehend your objectives, establish a robust strategy, identify gaps, and develop actionable plans with clear targets that empower your team to succeed. The outcome is a strategy uniquely tailored to your business, recognizing that no two organizations are alike. What remains constant is our unwavering commitment to our clients. We collaborate closely with you, integrating seamlessly into your operations every day.

Regulation & Compliance

Gold Leaf's Regulation and Compliance services are designed to protect our clients and our firm against the ever-changing regulatory landscape. We offer thorough compliance audits, training programs, and ongoing monitoring to ensure adherence to all financial and legal standards. Our meticulous attention to detail supports our reputation for integrity and reliability.