Dedicated to your success

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you may struggle putting them together. We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. No matter where you may be on your journey, we look forward to helping you prepare and cross that finish line

OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Mature couple at lakeside firepit
Mature man in woodshop

The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

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0

No Advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

Insights

For advice that makes a difference

 
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What our clients say about us

❮ ❯

Through consistent, thoughtful and sound financial guidance Paulina and Chris ensured we reached our financial goals and an early retirement. They regularly contact us to provide further insight on our portfolio and have always been there to provide guidance on any matter great or small. We highly recommend them to ensure that you accomplish your financial goals!

Andy and Lisa

I have grown my portfolio with the Hadjiyianni Financial from the time I was able to save a few hundred dollars a month to the time I retired. It is due to their dedication, knowledge and vigilance that I have trusted them to look after my money interest for so many years. Trust = Peace of mind

Alicia

We have been clients over 30 years and highly recommend Chris and Paulina. Their personal attention to our specific needs has guided us to strong financial health. Anything that can affect your financial well being now and for the future, Chris and Paulina have made sure we are securely covered. Top notch financial planners!

Marg and Pete

I have been with the Hadjiyianni group since 2002, and since then have seen a substantial growth of my investment from a nest egg to a considerable portfolio. I know I can count on them for sensible and wise investment management in accordance with my investment objectives

Charles
 
 
 
 
 

OUR TEAM

25+ Years of Experience

Paulina Hadjiyianni

CFP, CIM, BBA

Associate Portfolio Manager

Chris Hadjiyianni

Wealth Advisor

Our Team

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