Get Advice Your Way | Investment Planning Counsel - IPCC Corporate
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Learn moreHUMAN CENTERED ADVICE
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
Our Difference
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Flexibility
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Personalized Advice
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Engaged Relationships
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
It’s time to evolve your investment portfolio
It's time to evolve you investment portfolio
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
Individualized
Our individualized approach means we may be able to use tax-management strategies to reduce the taxes payable on investment earnings. It also means that the performance figures you see on your statement represent your personal rate of returns – and yours alone.
Flexible
Enjoy the flexibility to hold many types of investments in your account, including individual stocks, bonds, exchange traded funds, or mutual funds – strategically overseen to help manage the impact of market volatility. If there is a particular industry or security you don’t want in your portfolio, then you can rest assured it won’t be there.
Monitored and Rebalanced
To ensure that your personalized portfolio remains true to your objectives, it is monitored and rebalanced to maintain its optimized asset allocation. This way, you can feel confident you have the investments that are right for you, regardless of market fluctuations.
We're here for you
01 / 04
Working with our financial advisor is everything our family could've hoped for. We are tremendously grateful for all the work that he does. He has assisted us with getting our finances organized, helped our mother form a solid succession plan, and also helped plan for our children to attend post secondary school without incurring debt. All three generations of our family look forward to continuing to work with him for all the different stages of our planning needs.
Investment Planning Counsel client since 2015
David Cinelli, Real Estate Agent, Royal LePage
We're here for you
02 / 04
Learning a different language is never easy. But with Jason as our interpreter and guide to the world of investing and financial planning, we have a much better understanding of how to make our money work for us. We now have a rosier picture for our retirement. Whether it be a leisurely local luncheon, or a detailed email to us while we're travelling the globe, Jason is readily available with studied options and thoughtful advice. We appreciate all you do for us Jason - thanks, merci, salamat, dhanyavaad, obrigado!
Investment Planning Counsel clients since 2009
Brixton Lagac (Teacher) and Gurvinder Virk, (Chiropractor & Founder of the St. Lawrence Wellness Centre)
We're here for you
03 / 04
Chris has been our financial advisor since 1995. My wife Manjula and I are trusting him and his team with our hard-earned money. I have utmost trust in his ability, knowledge, and investment strategy. I have tested his ability and asked some hard questions, especially when the markets were not doing well. I always listen to him and trust his opinion, and appreciate it even more during the tough times.
Investment Planning Counsel clients since 2000
Anil and Manjula Sharma, General Managers, New World Friction
We're here for you
04 / 04
I have absolute trust in working with my Advisor because he truly cares about my financial welfare and takes the time to explain his recommendations in a way that makes sense to me. He is committed to understanding my needs and providing guidance while respecting my overall aversion to risk. He is very proactive in keeping in touch and always make sure my plan is up to date and relevant for my current situation and future goals.
Fanaye Whyte, Physiotherapist & Co-Principal, East York Massage & Physiotherapy Studio
It’s time to evolve your investment portfolio
It's time to evolve you investment portfolio
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
With IPC Private Wealth, you can invest in what’s right for you - so you can feel confident that your wealth will take you where you want to go.
Individualized
Our individualized approach means we may be able to use tax-management strategies to reduce the taxes payable on investment earnings. It also means that the performance figures you see on your statement represent your personal rate of returns – and yours alone.
Flexible
Enjoy the flexibility to hold many types of investments in your account, including individual stocks, bonds, exchange traded funds, or mutual funds – strategically overseen to help manage the impact of market volatility. If there is a particular industry or security you don’t want in your portfolio, then you can rest assured it won’t be there.
Monitored and Rebalanced
To ensure that your personalized portfolio remains true to your objectives, it is monitored and rebalanced to maintain its optimized asset allocation. This way, you can feel confident you have the investments that are right for you, regardless of market fluctuations.
