How We Work - IPCC Corporate
How We Work Hero Banner
Our Process - We get to the heart
We get to the heart of your tough questions
Our advisors take time to build deeper, more personal connections – with you and your family. It’s the X-factor that gives you the confidence to share your hopes and dreams, what drives and inspires you. So, regardless of how you choose to connect, we will get to the heart of your hard questions and tailor your plan to give you the answers you need.
The Personal Wealth Management Strategy
The Personal Wealth
Our Advisors adopt a disciplined process using The Personal Wealth Management Strategy. 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.
Investors: The Personal Wealth Management Strategy (graphic)
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.