Our Process

The Value of Advice

  

Small Costs.

Big Advice.

Advice is the cornerstone of your financial plan

What are the benefits of working with an Advisor?

Why can’t I get to my goals myself with a variety of different offerings from various companies?

These are fair questions to which you need answers to ensure you’re comfortable making a decision on how your financial future is managed.

We believe, as you should, that growing, protecting and transferring your wealth requires a good plan, suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. Perhaps most importantly, an expert consultant whose focus is to get you to your goal by keeping you accountable.

At IPC, with that core belief, we help you:

• Map and execute a financial plan to meet your current needs and future aspirations.

• Evaluate, create and implement solutions for your future (like financially preparing for your children’s education, the purchase of a new or second home, or, your retirement).

• Review, revise and readjust your plan throughout its lifecycle.

• Provide advice on the financial decisions you need to make to better manage your investment portfolio, debt and cash flow levels.

• Plan, strategize and execute a viable solution for the transfer of your wealth and assets to reduce or defer taxes.

 

 

 

cost of advice

 

Investors who work with an advisor


Save at

2 x

the rate of non-advised households

Are more confident about retirement
Are more likely to choose tax-efficient savings vehicles

HAVE

4.2 x

the median assets of non-advised households

Cost Breakdown

We believe, as you should, that growing, protecting and transferring your wealth requires a good plan, suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. 

 

cost of advice breakdown