Investment & Financial Planning Services

At IPC Securities Corporation, we offer integrated wealth management services with impartial advice so that you can combine the benefits of a comprehensive wealth management plan with a single point of contact. We take the time and effort to get to know you so that we can truly understand your personal financial picture and help you live your dream.

Financial Management
  • Mortgage & Debt Analysis
  • Cash Flow Analysis
  • Cash Flow Projection
  • RSP/Leverage Loans
Asset Management
  • Portfolio/Pension Analysis
  • Diversified Offering
  • Retirement/Education/Savings
  • Repositioning/Rebalancing

Tax Planning & Preparation

  • Tax Analysis
  • Tax Returns
  • Tax Planning
  • Business Tax Planning

Risk Management

  • Life Insurance Term/\perm
  • Critical Illness & Disability
  • Long Term Care
  • Other (Health & Travel)

Retirement Planning 

  • Retirement Income Analysis
  • Assessment of Objectives
  • Retirement Expense Analysis
  • Retirement Cash Flow Projection

Estate Planning

  • Estate Planning Analysis
  • Wills & POA
  • Charitable Giving
  • Business Succession Planning

Life Transition Planning

  • Eldercare Issues
  • Workplace Transitions
  • Health Living
  • Referral to other professionals

Engagement Process

  • Deep Client Discovery
  • Client Action Plan
  • Regular Status Reports
  • Consistent Communication

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.