Investment Services

IPC Private Wealth

 

IPC Private Wealth

The next step in your financial journey

As your wealth grows, there will come a point when you begin to expect more from your investments. IPC Private Wealth is a disciplined, discretionary, highly personalized service offering designed to give you:

  • More personalization. Your portfolio is customized to reflect your unique needs, goals and preferences — right down to the selection of individual securities and incorporation of investment strategies which aim to minimize the impact of capital gains.

  • More access. You will have access to a sophisticated platform of investment vehicles — from separately managed accounts holding individual equity & fixed income securities to mutual funds, exchange-traded funds and more.

  • More expertise. Investment decisions are made by seasoned investment specialists whose portfolio management expertise is typically available only to institutional investors.

  • More attention. As an IPC Private Wealth client, you will enjoy exclusive and personalized service along with 24/7 direct online access to your account.

IPC Private Wealth: With you every step of the way

With the exclusive benefits that IPC Private Wealth provides, you can feel confident that your portfolio has been expertly built to reflect not only your financial objectives, but also your personal values and beliefs. 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.

The next step of your journey starts with a phone call. Contact us today.

 

 

 

 

 


Personalized Portfolio

Your portfolio is as individual as you are

Unlike mutual funds or many other managed investment programs that are currently available, IPC Private Wealth gives you the advantage of tailoring your portfolio to meet your personal preferences in four key areas:

Personal Values

We can customize your portfolio to exclude specific securities or sectors that you don’t want to invest in for ethical reasons.

Risk Tolerance

Your asset allocation will be calibrated to deliver optimal growth potential with the lowest possible risk while maintaining alignment with your investment objectives.

Personal Values

Your portfolio will be monitored for gains and losses to help you manage the overall taxable consequences on your portfolio.

Liquidity

Your investments can be used to generate cash flow as required.


The portfolio that results from this process is much more than just a collection of investments; it is a representation and reflection of who you are as an individual.

Ready for a personalized portfolio to build and protect your wealth? Contact us today.

IPC Private Wealth is a division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund.