Ivory Planning Group

Life comes at you fast, especially as a business owner with a family. I needed to find someone to manage my growth as a sole proprietor, into a corporation with employees, partners, and growing in multiple directions. I now receive expert advice regarding all my personal, and business taxes, holding company, business growth, my personal finance planning, and all of my investments. This team is truly one of a kind and such a quality service. They have clear lines of communication, and a dedicated professional to each aspect of your life: personal, investments, overall planning, day to day bookkeeping, and accounting. Here is a shoutout to Devon for being a good friend, and taking on my business at a very early stage. Also to the entire team for all the support over the years. Highly highly recommend!!

The team at Ivory has been amazing since we started working with them in the fall of 2021, after being referred to them by a friend. They have been methodical about getting to know my husband and I personally, in order to provide the best possible financial advice. Their attention to detail and ability to fully articulate a multitude of different financial scenarios has, quite literally, been life changing!

Ivory is an excellent firm. The staff is very professional and responsive to all my accounting needs. Shae-Lynne is great at keeping me updated on all my deadlines/ updates, Marika does a great job of my bookkeeping, and Andrew is an excellent accountant. He is easy to get ahold of and provides excellent accounting and tax planning strategies. If you need a personal or business accountant, you are in good hands here.

Incredible firm that has helped us both on our personal taxes, person real estate corporation taxes, structuring and share allocations, payroll etc. Solid team and very resourceful. Highly recommend.

Been working with Ivory for 8+ years and they have always provided excellent and professional service!!

My Ivory experiences are always sincere, comprehensive, and proactive. I've trusted them to execute strategies that are in the sustainable best interest of my family and business for 10+ years. Highly recommend this team.

A thousand thank you's to Jason, Devin and Marika, for helping me prepare for a better future...Its a pleasure working with you guys!

As a business owner, it's amazing to have a go-to team that knows your situation really intimately, and they always consider the whole picture when giving advice. I appreciate how they really dig deep to get to know you as a person, and a business to better suit your financial plans. I highly recommend the Ivory Plan Group Team!

The ENTIRE team at Ivory is an immense asset to our business and growth of our company. They say stick to what you do best and let the specialists do the rest. We certainly have found that in the Ivory Planning Group. Great advice, communication and responsiveness.

I have had the opportunity to work with the Ivory Planning Group for the past 4 years with Tycon Building Solutions. I appreciate their responsiveness when in need of recommendations and answers to questions for the business financials. And to top it off they were our MAIN sponsor for our annual Pay it backward foundation Golf Tournament Fundraiser for ALS this past year!Great Group to work with, I highly recommend this team of professionals!