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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.

Home - The Value Of Advice

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The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

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0

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.

The Personal Wealth Management Strategy

The Personal Wealth
Management
Strategy

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.

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Investors: The Personal Wealth Management Strategy (graphic)

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Our Process - THE VALUE OF ADVICE

THE VALUE OF ADVICE

What is the cost of financial advice?

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