Live your dream.

Don't just chase your dream,
plot a path directly to it

When you choose to work with an IPC Advisor, you can look forward to a more personal relationship and a defined strategy
for the management of your financial future.

Our Advisors are:

Independent

Independent

They're not tied to any bank or fund company, so there are no strings attached.

Caring

Caring

Your financial well-being is always a top priority.

Comprehensive Planners

Comprehensive Planners

No matter where you are in life, our Advisors can support you with a financial plan.

Disciplined

Disciplined

Our Advisors follow a disciplined process using the Personal Wealth Management Strategy™.

Honest

Honest

Honesty and integrity - it's part of our DNA.

Knowledgable

Knowledgable

From understanding the markets to regulatory changes that affect you - our Advisors will keep you informed.

It's the approach that makes the difference

It’s only natural to want to know how our Advisors can make your dreams a reality. It starts with how they approach their relationship with you and how they execute the wealth management process. 

Our Advisors adopt a disciplined process using The Personal Wealth Management StrategyTM. This system allows them to examine all aspects of your financial well-being – from evaluating your current state to understanding your dreams and aspirations – to build the plan that's right for you.

The Personal Wealth Management Strategy™

1. DREAM PLAN

Understand how you want your money to work for you; evaluate your wants, needs and goals; map your plan.

2. PORTFOLIO MANAGEMENT SYSTEM

Provide a portfolio that meets your investment objectives to help achieve your target returns.

3. RISK MANAGEMENT REVIEW

Develop contingency plans and recommend insurance solutions to deal with the ups and downs of life along the road.

4. BANKING RELATIONSHIP REVIEW

Examine the relationships you have with your financial institution and identify ways to improve your banking services.

5. ESTATE & TAX PLANNING

Develop a plan to ensure what you leave behind for your loved ones is efficiently transferred to them.

6. PROGRESS REVIEW

Conduct annual reviews to ensure you’re on track to achieving your goals; adjust your plan to suit the changes in your life.

Advice, the cornerstone of your financial plan

When it comes to the important things in life it makes sense to get expert advice.
The same holds true when planning for your financial future.

THE VALUE OF ADVICE

Advice can have a positive and significant impact on the growth of an individual’s financial assets.

value_image

Portfolio

with no advice

value_image

four to six

years of advice

value_image

seven to fourteen

years of advice

value_image

fifteen plus

years of advice

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

WHAT IS THE COST OF FINANCIAL ADVICE?

WATCH THE VIDEO

Client Testimonials

  • "Members of our family have been clients of IPC for 17 years. With the assistance of Ann Parsons and her team, we have been able to manage the challenge of planning for our child's education, income and tax management, and retirement planning.”

    Blanche W.

    Client of Ann Parsons, CFP®

    Corner Brook, NL

  • “Todd takes a very patient and consultative approach to advising my family on the most effective strategies to achieve our financial goals. Because of his consultative approach I feel very comfortable working with Todd and his team of professionals to manage my investment portfolio and retirement plan. My family and I are honoured to call Todd our financial advisor and our friend.”

    Marc, Jennifer & Olivia C.

    Client of Todd Peters, B.A., CFP®

    Winnipeg, MB

  • “The Weichel Team are a group of dedicated professionals who have the common touch. I have found them to be very helpful and quick to respond concerning any financial questions that my family and I may have. Professionally, they have given me valuable financial advice with respect to my newly created veterinary practice. Personally, they help us manage our portfolio by tempering our investments with our family's needs and our risk comfort zone.”

    Dr. G.

    Client of Tom Weichel, CLU

    Peterborough, ON

  • “Deborah Moore has been our financial advisor since 1993, and in that time she has given us highly qualified financial advice while always being respectful of our thoughts and ideas. Deborah wants what is best for her client and does so with high standards.”

    Tom & Shirley E.

    Client of Deborah Moore, CFP®

    Southampton, ON

  • "I find that I no longer stress about the financial markets. Dan and his team put a financial plan in place that provides me with the peace of mind that we are on track.”

    Karen M.

    Client of Dan Beyaert

    Calgary, AB

  • "My wife and I have had the opportunity to work with Jason for over 10 years. Prior to that we had our investments with the bank. Needless to say we were not getting anywhere fast. However, over the years, thanks to Jason’s sound financial advice, coaching, patience and great management strategies, we have been able to secure a comfortable retirement. Jason has gone on to help our children with the same dedication and professionalism. Not only is Jason an excellent financial planner, but we consider him as family."

    Pierre & Ginette M.

    Client of Jason Manor, CFP®

    Ottawa, ON

  • "The professionals at IPC have advised three generations of my family. Through caring for elderly parents, estate planning, retirement planning and the needs of a young, growing family they have helped us with all of it with tact and professionalism. It is comforting to be able to pick up the phone with complete confidence, knowing that my problems will simply melt away in their hands. "

    Sue M.

    Client of Midori Hillis, CFP®

    Victoria, BC

  • “Andrew has been our financial consultant since 2000. In that time, he has always displayed professionalism and given sound advice. He responds quickly to questions and meets with us regularly. He gives 'the straight goods' and bottom line. He points out the weak spots and risks associated with the options of preparing a plan. Recently, we reviewed my financial plan, a plan put together 15 years ago, and we are virtually right on target - the key is execution of the plan! I feel very confident with Andrew at the tiller of my financial ship.”

    Bruce J.

    Client of Andrew M. Suthern, CIM®, CFP®, CFA®, FCSI®

    Calgary, AB

  • "Having limited knowledge of investments, my husband and I were referred to Marie to help direct and plan for our retirement. Marie took the time to go through the numbers, our lifestyle and our expectations to help us set realistic and achievable goals in order for us to accomplish our dreams. Today our dreams have been realized.”

    Virginia

    Client of Marie Phillips, BA, RRC®

    Ancaster, ON

  • “My husband and I have been dealing with Michael for several years - literally through thick and thin. Through all the ebbs and flows of the economy, we've relied on him to guide and advise us, and we've done really well. We're not huge investors, but Michael never makes us feel any less important than his largest client. He really listens to our goals and concerns and always manages to reassure us, not just with words but with results.”

    Marsha N.

    Client of Michael A. Collymore, CFP®

    Ajax, ON

Client Insights

Even with a great Advisor by your side, it’s important to stay up-to-date on current themes and trends in the industry. 
We’ve curated some of our top resources just for you.
show me more

Work with an IPC Advisor

Find out what an IPC Advisor can do for you. There are no obligations, just possibilities.
Ready to Work with an IPC Advisor?