We use a Unified Managed Account structure, through which you directly own a variety of investment vehicles all within a single account - one that is regularly rebalanced to keep it aligned to its objectives. 

Sophisticated Investment Platform

A Unified Managed Account offers many benefits that help simplify the complexity of your personal and family wealth management.

Overlay Portfolio Manager.

 

The benefits include:

Multi-investment Vehicle

Multi-investment Vehicle

Your IPC Private Wealth account can hold any type of investment - from mutual funds to individual stocks, and from fixed-income securities to alternative investments, such as a global tail risk strategy - to help minimize the impact of market volatility on your overall portfolio.

Discretionary Management

Discretionary Management

By delegating to financial experts, you can spend time on what is truly important to you.

We invest and rebalance your assets according to your defined investment strategy.

Consolidated Family Assets

Consolidated Family Assets

You can combine your family’s assets under the IPC Private Wealth program to take advantage of lower overall investment costs and have the choice to receive a combined family report.

Additional Oversight

Additional Oversight

An Overlay Portfolio Manager will monitor the daily trading activities within your account and make decisions that are best suited to you.

This includes implementing strategies that aim to reduce the overall burden of taxes on your portfolio.

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“I want to know and see what is going on in my account, but most importantly, I don’t want to lose sleep over what my assets are doing. Having a professional team behind my Advisor makes me feel very comfortable.”
Jean G, Ontario

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