More Expertise. Three levels of investment management, all working together for you.

More Expertise

Three levels of investment management, all working together for you

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Combining management experience with personal insight

When you choose IPC Private Wealth, you will have access to investment talent you've never had before.

Your Advisor

Your Advisor 

  • Your central point of contact
  • Evaluates your goals and objectives
  • Helps keep your overall financial plan aligned to your evolving needs

Portfolio Management Team

Portfolio Management Team

  • Crafts your multi-managed portfolios
  • Provides overlay portfolio management including implementation of tax strategies
  • Hires and monitors global investment specialists

Investment Specialists

Investment Specialists

  • Hand-picked for their specific investment style, philosophy, knowledge, skill and track record
  • Conducts in-depth research for security selection
  • Makes day-to-day investment decisions

It starts with you...

Surround yourself with a team of experts.

Your Advisor

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.

Portfolio Management Team

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.

Investment Specialists

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.

...and ends with you.

Together, we strive to ensure that your portfolio is built and managed to deliver the performance you need to meet your goals and dreams.

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“For me, I value having the same investment specialists managing my hard-earned money that manage the wealth of large institutional investors.  I feel so well looked after and taken care of.”
John K, Ontario

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.

Hear from some of our leading investment specialists.

AUDIOCASTS >>our leading investment specialists

With you every step of the way.

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