Our boutique financial service tailored for you

Specializing in wealth management, tax and estate planning.

We believe planning makes you unstoppable.

RETIREMENT PLANNING

OUR VISION

At Innovative Financial Group we believe that proper planning is the key to financial freedom and independence. We believe in building long-term relationships with our clients by providing long-term strategies for wealth accumulation and risk protection.

 

The cornerstone of our philosophy is perseverance; our decades-long experience in the financial market has taught us that the most effective investment strategy is to faithfully follow a consistent plan based on fundamental strengths. This philosophy has produced benefits for our clients in the past, and we continue to apply it today. 

We aspire to be the partner of choice for individuals and businesses seeking financial security, growth and self-determination. We strive to serve the diverse needs of our clients with the financial products, services and advice that is most appropriate for their unique situation.

OUR TEAM

Carmine Mazzotta

Investment Advisor, T.E.P.

Karen Cochrane

Investment Assistant

 

David Ireland

Investment Advisor, B.P.A.

Justin Mazzotta

C.P.A   C.M.A

 

Our Preferred Professional Resources

Gregory Sanders is a Partner of Estates & Trusts and Tax Law at KPMG Law LLP and has over 30 years of experience in private client tax law with extensive knowledge in all key tax related areas for businesses and individuals looking to enhance and preserve their net worth, including: tax and estate planning, tax dispute resolution, Canada-US planning and international tax. Gregory can also assist not-for profit entities and charities in ensuring their compliance with corporate and tax laws.

Using his dual designation as an Accountant and Lawyer, Gregory is known for offering direction and solutions that are easy to understand, and produce the results that clients seek.

Education and qualifications
  • Osgoode Hall Law School, York University, 1986

  • Chartered Professional Accountant

Gregory Sanders
Partner, Estates & Trusts and Tax Law
KMPG LAW LLP

Some of Our Preferred Managers

Mark Schmehl
PORTFOLIO MANAGER, FIDELITY INVESTMENTS  
Dennis Mitchell
CHIEF EXECUTIVE OFFICER and CIO
STARLIGHT CAPITAL
Will Danoff
PORTFOLIO MANAGER, FIDELITY INVESTMENTS
Noah BlackStein
PORTFOLIO MANAGER, DYNAMIC FUNDS
David Fingold
VP and SENIOR PORTFOLIO MANAGER
DYNAMIC FUNDS
Darren McKiernan
SVP and PORTFOLIO MANAGER
MACKENZIE INVESTMENTS
 

Carmine Mazzotta and David Ireland are registered to provide investment advice and products to clients residing in the provinces of Ontario, Quebec and British Columbia. Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc.

 

Carmine Mazzotta is an Insurance Agent and is also licensed for the sale of insurance products. Carmine Mazzotta is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Innovative Financial Group Inc. and Innovative Investment Strategies of Aligned Capital Partners Inc. (ACPI) are separate legal entities.


 Innovative Investment Strategies is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (ww.cipf.ca). Clients accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits of coverage is available upon request.

 

Carmine Mazzotta and David Ireland are Investment Advisors registered with Aligned Capital Partners Inc. (ACPI). Innovative Investment Strategies is an investments trade name of ACPI. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (IIROC.ca) and Member of the Canadian Investor Protection Fund (CIPF.ca) Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Carmine Mazzotta and David Ireland are registered to provide investment advice and solutions to clients residing in the provinces of Ontario, Quebec and British Columbia.

Any advice which may be given in respect of non-securities services is given by Carmine Mazzotta or David Ireland solely and no such advice is given in their capacity as a registrant of ACPI. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on nonsecurities products, not held by a Member.
 

Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Carmine Mazzotta or David Ireland.

This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable, content is accurate as of the date of publication, and subject to change without notice.
 

By accessing links to external websites, you will be leaving this website, and ACPI is/ not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Carmine Mazzotta or David Ireland.


To view the Aligned Capital Partners Inc. Privacy Statement: http://www.alignedcapitalpartners.com/wp-content/themes/acp/privacy_notice_v4.pdf
To view the Aligned Capital Partners Inc. Complaint Handling Procedures: http://www.alignedcapitalpartners.com/wp-content/themes/acp/ACPComplaintHandling.pdf

ACPI Homepage http://www.alignedcapitalpartners.com/

iiroc_logo_blk.png
cipf_logo_blk.png
KnowYourAdvisor-grey.png
 
OUR ADDRESS

202-28 Concourse Gate, Ottawa ON, K2E 7T7

Email: info@innfinancial.com
Tel:  613-225-1555     Fax:  613-225-0788

For general inquiries or to make an appointment with an advisor, please fill in the following contact form:

© 2020 - Disclaimers

  • LinkedIn Social Icon
  • Twitter Social Icon
  • Google+ Social Icon