Investing With Us

 

Investing money to help fund your goals for life is a highly tailored experience. We believe in the perfect balance of integrated wealth management services with flexible, personalized advice to fit your needs no matter where you are in life. We’ll work with you to get you where you want to go in a way that works best for you.

Portfolio Management

Portfolio Management

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

Retirement Income

Retirement Income

Plan ahead for your retirement income needs so you can retire with confidence, no matter your starting point.

Wealth Transfer

Wealth Transfer

Whether you are preparing to pass on your wealth or getting ready to inherit, get wealth transfer advice that works for you and your family. Learn more.

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Institution

Estate Planning

Establish a financial legacy, take care of your loved
ones, and contribute to causes important to you.

dollar report

Tax Planning

Make sure you’re managing the tax impact of your financial strategies with smart, proactive advice.

happy family together
happy family
Give

Charitable Giving

Contribute to the causes that matter to you with a
charitable giving plan.

stormy thoughts

Risk Management

Unexpected events can knock your financial plans off course. Protect your future and meet your goals with the right amounts and types of insurance for your needs.

Man using phone

 

IPC Private Wealth

Welcome to an elevated investment experience

We have extensive experience and market intelligence in the high net worth and mass affluent markets, we have our finger on the pulse of what you want when it comes to your portfolios. That’s why we bring you the simplicity of a non-discretionary portfolio with the benefits of personalized, extra-focussed attention to make sure you are reaching your goal. All at an entry point of $250,000 per household!

The benefits of IPC’s Private Wealth Portfolios include a simplified, single portfolio that is well diversified and optimized; a strong roster of carefully researched and selected investment specialists; a dedicated portfolio management team; and, of course, high levels of customized service and advice to take you right to you goals!

The portfolios available are structured to suit your needs, whether they are capital preservation, saving for a specific milestone, or, preparing for retirement.

If you’d like to hear more, give us a call and we’ll give you a taste of the haute levels of service that come with our Private Wealth portfolios.

IPC Private Wealth is a program offered by IPC Securities Corporation.

 

 

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Work With Our Team

Find out what we can do for you.
There are no obligations, just possibilities.

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