Accessible and unbiased retirement income planning advice, utilizing innovation at every step along the way.

Start your free consultation

About us2021-09-10T17:17:18+00:00

Our Mission

To provide every Canadian the opportunity

to enjoy a worry-free retirement

Our Core Values

Advocacy

As an independent advisor, we strive to earn our clients’ trust at every opportunity, by acting in your interests, and your interests alone.

Accessibility

Everyone deserves to have a financial plan, no matter what their financial situation is. We have flexible and transparent pricing models, something for everyone.

Innovation

To be a leading source of accessible unbiased advice, we leverage innovation and technology every step of the way.

Our Team

team-member-1

Jonathan Kestle is a financial planner and entrepreneur based in Southwestern Ontario, Canada. Currently president of Ian C. Moyer Insurance Agency, he’s spent the last decade offering portfolio assessment, tax planning, and retirement income planning advice to fellow entrepreneurs, professionals, families, and retirees.

Jonathan is also co-founder of Cascades Financial Solutions, an exciting new fintech venture focused on the design and optimization of retirement income withdrawal strategies.

Founder of Ian C. Moyer Insurance Agency Inc. and Cascades Financial Solutions Inc., Ian has built a practice based on retirement income and estate planning. He is a 32-year  consecutive life member of the Million Dollar Round Table (MDRT) and achieved the rank of Top of the Table as of 2015. He is particularly proud of the millions of dollars he has directed to various charitable organizations at the behest of his clients.

team-member-2
Andrea Kestle
Andrea Kestle

Client Care

Jacquie Hopper
Jacquie Hopper

New Business Coordinator - Insurance

Patricia Campbell
Patricia Campbell

Client Success

Susan Carscadden-Mifsud
Susan Carscadden-Mifsud

New Business Coordinator - Investments

Give us a try, request a sample report here

Provide some rough account balances, and we’ll email you a sample report so you can

determine if we are the right fit for you.

Start your free consultation