When it comes to personal finances, your happiness isn’t dependent on the market. It’s more dependent on your current circumstances, the lifestyle you want for your family, and the well-informed decisions that will get you there.

Building a Plan

The first time we get together, you’ll meet with both Steph and Rob. We want to get to know your family, your business, and your hopes for your finances.

In order to give you the right advice for your situation, we need to build a relationship around clarity and understanding. Our advice is strongest when we know what matters most to you.

Steph is then responsible for building your financial plan, which details your financial goals and how our team can help you achieve them.

Our roadmap to your financial goals

Feature 1

Cash Flow and Insurance Planning

Feature 2

Portfolio Management

Feature 3

Tax and Estate Planning

Once that’s done, we believe it is important that plans are reviewed and successes measured at regular intervals to keep you on course to achieving your financial dreams. With this structured, step-by-step process, our team will be able to effectively integrate all facets of your financial life, uncover new opportunities or make changes to your established plan.

Our Commitment is Our Word

At IPC, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes to ethical business practiceS

Integrity

• We act with the highest integrity in your best interests, placing them above our own.

• We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.

• We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.

• We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.

• And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

• We work hard to bring you value consistently!

• From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.

Success

• We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.

• We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.

• We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.