Investment Services

Private Wealth Expertise

 

IPC Private Wealth

Welcome to an elevated investment experience

We have extensive experience and market intelligence in the high net worth and mass affluent markets, we have our finger on the pulse of what you want when it comes to your portfolios. That’s why we bring you the simplicity of a non-discretionary portfolio with the benefits of personalized, extra-focussed attention to make sure you are reaching your goal. All at an entry point of $500,000 per household!

The benefits of IPC’s Private Wealth Portfolios include a simplified, single portfolio that is well diversified and optimized; a strong roster of carefully researched and selected investment specialists; a dedicated portfolio management team; and, of course, high levels of customized service and advice to take you right to you goals!

The portfolios available are structured to suit your needs, whether they are capital preservation, saving for a specific milestone, or, preparing for retirement.

If you’d like to hear more, give us a call and we’ll give you a taste of the haute levels of service that come with our Private Wealth portfolios.

IPC Private Wealth is a program offered by IPC Securities Corporation.

 

 


3 Levels of Expertise

When you choose IPC Private Wealth, you benefit from three levels of expertise.

Level 1: Our Team
We focus on developing a deep understanding of your investment needs, your financial goals and your personal preferences. This understanding is essential to creating a portfolio that truly reflects you as an investor. Over time, of course, your circumstances and needs are likely to change. By being aware of these developments, we can adjust your portfolio so that it stays in step with your evolving wealth management needs.
Level 2: IPC Private Wealth Portfolio Management Team
Based on your identified goals and preferences, we will work with the IPC Private Wealth Portfolio Management Team to recommend the portfolio that’s right for you. This team also selects and monitors the investment specialists who are responsible for your portfolio on a day-to-day basis. On a regular basis, the Portfolio Management Team will re-evaluate the design and structure of IPC Private Wealth portfolios, assessing them for optimal asset allocation and monitoring capital gains and losses for potential tax-management strategies.
Level 3: Investment Specialists
Our seasoned investment specialists are responsible for the day-to-day management of your portfolio and are experts in their dedicated investment mandate. Following the structure established by the Portfolio Management Team, the investment specialists will make buy and sell decisions to help ensure that your portfolio meets its stated mandate and fulfills performance expectations.

 

IPC Private Wealth Expertise

Manager Insights Audiocasts Series

Hear from IPC Private Wealth’s expert investment specialists.

Past Podcasts