Be confident in your financial future with IPC

Advice

your way

WELCOME TO IPC

Because you want to grow more than your portfolio 

The right advice has the power to transform the future for you and your family.


Connect with us to review your options and discover the right wealth solution to turn your goals into reality.

Connect with an IPC Advisor

for your free financial review

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or call toll-free 1-866-799-0479

Meet your concierge

Our concierge team is ready to help you connect the right advisor for your needs.


Book a call for your free financial review.

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.

IPC By thE NUMBERS

30 years

Serving
Canadians

650+

Financial
Advisors

200k+

Investors
Nationwide
Assets Under Administration

$30 B+

Planning is Personal

We will help you find your preferred approach – it’s what we call advice, your way.

With three different levels of service to choose from, you get what’s most effective for you.

Learn more

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Core

We'll review and adjust your investment strategy to ensure it's on track to meet your goals and objectives.


Expect an easy and seamless onboarding with access to additional financial guidance when you need it from our team of Advisors.

Signature*

Work with a dedicated Advisor to uncover your financial priorities and opportunities. Implement a tailored investment strategy to target your financial goals. We will guide you through cashflow planning, risk management, retirement planning, and estate planning. 

 

Access your Advisor whenever you require financial advice or when you experience a change in your personal or family situation. Expect more frequent communication from your Advisor through various channels and regular review meetings to help you understand how you're tracking towards your goals.

Premium*

Everything included in our Signature offering plus comprehensive wealth management for complex planning requirements. Your dedicated Advisor will consult with you and an extended team of professionals – including lawyers and accountants – to customize a wealth plan based on your unique personal situation.


Guided by a financial plan that maps the path to your retirement and beyond, we’ll explore a variety of investment solutions and wealth management strategies to maximize your opportunities, including strategies for charitable giving, tax management, inheritance and trust planning, to meet your objectives.

*The cost of advice and investing are determined based on your planning needs and investment levels. 

No matter where you are today, the right advice has the power to transform the future for you and your family.


No Advice

4-6
Years of Advice

7-14
Years of Advice

15+
Years of Advice

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

Start a conversation with us and take control of your financial future.

advice your way

Take the Next Step

Not sure which option to choose? Contact our concierge team!

We’ll learn more about your specific family needs and introduce you to the right Advisory team who can help you meet your goals.

Get Advice Your Way

Find out what an IPC Advisor can do for you. No obligations, just possibilities.

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