Your portfolio is as individual as you areUnlike 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.
Tax management. 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.
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.