Results you can see, relationships you can trust
Financial planning isn’t just about numbers—it’s about people. Clients stay with us not only because we deliver strong, consistent results, but because they know we’re in their corner. We listen. We respond. We make time when others don’t. Every plan is built around your life. We focus on tax-efficient growth while protecting your peace of mind. Whether we’re optimizing retirement income or guiding a business exit, you’ll always get thoughtful answers, honest advice, and a team that puts you first.
Who we help
We work with successful professionals, business owners, and families who are looking for an Oakville and Burlington financial planner to take their wealth planning to the next level. Whether you’re nearing retirement, preparing to sell a company, or looking to support your children and grandchildren with confidence, we bring clarity to complex financial decisions.
Trusted Burlington and Oakville financial advisors
For over 30 years, we’ve helped clients in Burlington, Oakville, Toronto and across the GTA grow and protect their wealth. That kind of continuity and trust? You won’t find it everywhere.
What we do
We provide comprehensive, high-touch wealth planning for clients who want more than a standard portfolio. From retirement planning and tax efficiency to business succession and estate strategies, our team of financial advisors craft personalized plans that grow, protect, and transition wealth—on your terms.
Retirement planning
Planning for retirement involves more than just saving money; it's about creating a strategy that ensures financial security and peace of mind for your future. Our team works closely with you to develop a comprehensive retirement plan that takes into account your current financial situation, future income needs, and lifestyle goals. We consider factors such as pension plans, investment portfolios, and potential healthcare costs to craft a plan that supports a comfortable and fulfilling retirement.
What our clients say
"I've been a client IG and Scepanovic & Associates for almost 15 years now. Dan and Eddie provide consistent, reliable advice and implement strategies useful to my corporate planning that, when combined with my personal investment plan, puts my mind at ease on both fronts. With their help, and the support of the full Scepanovic & Associates team, I'm confident I've picked the right people to engage in my business planning. I look forward to working with them for years to come."
Dr. Y, Endodontist
"I signed on with Dan when he started his career in financial planning. In fact, I was the first client he worked with! Thirty-four years later, I'm still investing with him. His guidance and advice have been crucial to my well-being today. He's patient with my questions and explains my finances in a manner I can easily understand. I highly recommend Dan and I can't thank him enough for all his help over the years".
Sandra., Retiree
"Scepanovic & Associates has played a vital role in both our personal and business investment planning. We recently sold our business and are now moving on to a different stage of our life. The strategies implemented by Dan and Eddie have given us peace of mind while we shifted from business ownership to a more relaxed lifestyle. Selling a business and retiring can be overwhelming and unsettling as you wonder 'have we saved enough?' Knowing our financial plan was in good hands has made all the difference."
J & P, Former Business Owners
"We've known Norm for many years and he has been our financial planner our entire married life—long before he joined IG Wealth Management. It's Norm's advice we ask for when we're making a career or lifestyle change, and he always comes through in spades with the right strategy at the right time. His guidance, combined with his personal demeanour, puts both of us at ease. And Norm's knowledge and expertise has paid off for us, setting us up for a fruitful retirement. If you need mortgage, insurance or investment advice, reach out to Norm at Scepanovic & Associates. You'll be so glad you did."
Mr. & Mrs. P, Working professionals