A dream without a plan will always be just that: a dream.
Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education and retirement planning. We bring a variety of products, service and advice to the table while keeping the emphasis on your long term goals.
One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved.
It starts with your dream, we build the plan and together, celebrate the achievement.
IPC Private Wealth: With you every step of the way
With the exclusive benefits that IPC Private Wealth provides, you can feel confident that your portfolio has been expertly built to reflect not only your financial objectives, but also your personal values and beliefs. You benefit from the peace of mind that comes from knowing there is a strong team of experts dedicated to the management, growth and protection of your personal wealth.Click here to learn more
The professionals at IPC have advised 3 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.
– Sue MacDonald
Tracey has gone the extra mile taking care of our affairs. We trust her explicably and feel so fortunate to have her manage our portfolio. She leaves us worry free to enjoy our remaining years while she takes care of everything. We cannot recommend her enough.
– Barb and Bill Hewton