From the investments in your account to their performance and the fees that you pay, we believe in open communication. For you, that means no surprises.

Keeping you up-to-date

With IPC Private Wealth, you’ll always know what’s happening with your money.

1
Monthly reports show you what your portfolio holds and all the trades that were made over the period.
2
Detailed performance reports, delivered every three months, update you on the performance of your investments.
3
Annual trading summaries lay out your realized capital gains and losses.
 

On your IPC Advisor's dedicated website, you enjoy 24/7 secure online access to your account. You can view recent transactions, see your account balances and access various investment tools and calculators.

Keeping you up to date

Quote

“Having all my accounts appear on one statement makes it very easy for me to know where I stand.  This is the most important part – keeping things simple and easy.”
Cheryl M, Ontario

Reach your goals

Give your wealth the professional management it needs to take you where you want to go.

The sooner you start working with a dedicated IPC Advisor, the sooner you'll begin to realize the exclusive benefits provided by IPC Private Wealth - and feel confident about reaching your goals.

Reach your goals

Take the Next Step

Find an Advisor

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