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FAMILY
BUSINESS
ACCOUNTING
INSURANCE
INVESTMENTS
OUR TEAM
CONTACT
INVESTMENT LOGIN
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FAMILY
BUSINESS
ACCOUNTING
INSURANCE
INVESTMENTS
OUR TEAM
CONTACT
INVESTMENT LOGIN
Open Menu Close Menu

FAMILY
BUSINESS
ACCOUNTING
INSURANCE
INVESTMENTS
OUR TEAM
CONTACT
INVESTMENT LOGIN


INTEGRATED FINANCIAL PLANNING, INVESTMENT PLANNING, ACCOUNTING SERVICES, TAX
ADVICE, AND MORE, ALL IN ONE TRUSTED PLACE. 

Personalized financial planning and wealth management from an integrated team
curated to serve successful business owners and established families.

contact us today



GET THE TAILORED ADVICE AND CONFIDENT DIRECTION YOU WANT FOR YOUR FINANCES.

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With an expert team coordinating all aspects of your finances, you can get back
to living your life, knowing your wealth is being managed the way you want.

business owner
family

we’re a specialized financial team dedicated to excellence. We work to
anticipate your needs and expertly help you build and manage your wealth so you
can achieve financial peace and security. By responding quickly to
communication, initiating ideas, and taking time to connect and hear what
matters most to you, we create a plan that benefits you now and for the future.


AT IVORY PLANNING GROUP

Whether you’re looking for ways to manage, organize, or build your wealth, our
team is here to help.

start the conversation


OUR SERVICES


OUR FULL-SERVICE APPROACH TO FINANCIAL MANAGEMENT PAVES THE WAY TO YOUR
FINANCIAL PEACE OF MIND.

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BUSINESS OWNERS

Your dedication and hard work deserve to be reflected in the professionals you
surround yourself with. Our distinct, integrated team of accountants, financial
planners, investment managers, and insurance experts is committed to maximizing
your opportunities, managing your wealth, and protecting your interests so that
your business can flourish now and into the future.

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ESTABLISHED FAMILIES

You want assurance that your money is being invested wisely for long-term
success and stability, both for you and the family you love. Your financial
portfolio has outgrown the generic investments and advice a bank can give, and
you want higher quality opportunities with personalized advice that considers
your priorities. Feel confident with our team on your side, working with you to
coordinate your personal wealth and financial affairs in today’s complex
financial environment. 

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ACCOUNTING AND ADVISORY

As your business grows, so does your need for personalized tax information and
advice. Registered with the Chartered Professional Accountants of British
Columbia, we suggest options, find answers to your questions, and offer the
accounting support you want so you can focus on running your business.

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FINANCIAL PLANNING

In whichever stage you find yourself - building, protecting, or transferring
wealth - you need to have a plan.

At Ivory Planning Group, we believe that a financial plan is an evolving entity
that needs to be reviewed regularly. Your plan needs to be in line with your
goals, and if your goals shift so should your financial plan. That’s why we take
the time to get to know you and your priorities, so our recommendations can
align with your values and financial vision.

Our commitment to open communication is a cornerstone of our approach. Regular
check-ins and discussions help us understand any shifts in your priorities,
allowing us to make timely adjustments to your financial strategy. This
collaborative, holistic process ensures that your financial plan is the roadmap
you want, for now and for the future.

Get Started


WORKING WITH YOU AND WITH YOUR GOALS, WE CREATE A COMPREHENSIVE FINANCIAL PLAN
WITH YOUR LONG-TERM SUCCESS IN MIND. 


HERE’S WHAT IT LOOKS LIKE:

 1.   Call with a partner to understand your needs

 2.   Meeting to review what Ivory does in detail and establish if there is a
    fit

 3.   Proposal prepared, sent, and approved

 4.   Onboarding call with Client Service Manager and Investment Advisor.

 5.   Initiate transfer of client’s financial elements (portfolios, insurance,
    accounting etc)

 6.   First meeting is scheduled and planning begins!

Get in touch


 * WHAT OUR CLIENTS ARE SAYING
   
   “We have been working with the Ivory Group for over 10 years. If I could sum
   up our dealings with Ivory in one word, it would be “trust.” Ivory took the
   time to understand us as individuals and business owners, so we have full
   confidence that they understand how our personal and corporate financial
   plans should mesh. They’ve also constantly demonstrated that they have the
   right team to know the most effective ways to manage, flow, and direct your
   finances so they align with your goals and values. The entire team at Ivory
   shows passion for what they do, which makes them a lot of fun to work with.
   Give Ivory a call if you aren’t sure who to trust for your personal or
   corporate finances and investment strategies, you won’t regret it!”
   
   ROB BEUKEMA


 * WHAT OUR CLIENTS ARE SAYING
   
   “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!”
   
   ASJA MAJOR


 * WHAT OUR CLIENTS ARE SAYING
   
   “The ENTIRE team at Ivory is an immense asset to our business and the growth
   of our company. People say you should 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.”
   
   HUGH COOPER


 * WHAT OUR CLIENTS ARE SAYING
   
   “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 in particular 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!”
   
   BRENT ROOK



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GET IN TOUCH TODAY

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OUR STORY

Ivory Planning Group was founded in 2012 by Devon Dykstra and Jason Flint. Later
joined by Andrew de Veurteuil, the team came together with a shared goal to
close a gap in the financial marketplace. Business owners used to have to study,
work on, and stress about their finances as much as about their business. To
prevent that, we employ a team of specialists in financial planning, portfolio
management, estate planning, accounting and tax services to provide the
integrated, holistic financial management that business owners and established
families need.

Our team serves a select group of clients in BC and Alberta, executing the level
of integrative financial service that previous generations could only dream of
receiving. When you partner with Ivory Planning Group, you can be assured that
all aspects of your financial affairs will be handled with confidence and care.

GET TO KNOW OUR TEAM




IF YOU’RE READY TO TAKE THE NEXT STEPS TOWARDS YOUR FINANCIAL PEACE OF MIND, OR
WONDERING IF OUR TEAM IS THE RIGHT FIT FOR YOU, REACH OUT. WE’RE HERE TO ANSWER
ANY QUESTIONS YOU MAY HAVE!

GET IN TOUCH

HOURS

Monday – Friday
9am – 5pm

VISIT US

Unit 210-9084 Glover Road
Fort Langley
BC V1M 0E6

778.298.8994

Ivory Planning Group is a financial planning and accounting firm in Fort Langley
BC that serves clients in Chilliwack, Abbotsford, Langley, Vancouver, and across
BC and Alberta. Ivory offers you all of your financial management needs in one
place. Whether you’re a family or a business looking for ways to manage,
organize, or build your wealth, we are here to help.

FAMILY WEALTH MANAGEMENT
WEALTH MANAGEMENT FOR BUSINESS
INSURANCE AND PLANNING
ACCOUNTING AND ADVISORY
INVESTMENT MANAGEMENT
OUR TEAM
CONTACT

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