IPC Private Wealth - IPCC Corporate - IPCC Corporate
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.
Make your money work on your terms
Your portfolio is as unique as you are. That's why it all starts with - and comes back to - you.
IPC Private Wealth is different from the services you've used before. More sophisticated. More personalized. More of what can help you reach your goals.
IPC Private Wealth is best suited for investors with $500,000 CDN or more in household investable assets.
It starts with you...
Surround yourself with a team of experts.Your IPC Advisor is your dedicated point of contact for all your financial planning and wealth management needs. Your Advisor will work with you to evaluate your personal investment goals and objectives, and work with us to give you the portfolio that truly reflects your needs. Your Advisor will connect with you regularly to ensure that your financial plan is on track.
Learn howThe IPC Private Wealth Portfolio Management Team are the architects who craft and optimize the IPC Private Wealth portfolios. This Team comprises investment experts who have deep experience and strong educational credentials in investment management.
This team will monitor your portfolio and make adjustments as needed to take advantage of market opportunities or emerging trends. Through overlay portfolio management activities, they also integrate tax strategies such as tax loss harvesting on your portfolio to help minimize the consequence of taxes on your investment earnings.
The day-to-day trade decisions for your portfolio are made by top investment specialists, each chosen for their proven skill in their area of specialization. Each investment specialist provides in-depth investment management expertise in specific geographic markets, industry sectors, asset classes and management styles. They are carefully researched, selected and continuously monitored by the IPC Private Wealth Portfolio Management Team.
Learn how
With you every step of the way
As a client of IPC Private Wealth, 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.
Find an Advisor
