Portfolio Management Team
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.
The 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.
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.