Advice,
your way.TM
Advice,
your way.TM
For the life you have
and the one you’re building.
For the life you have and the one you’re building.
At the centre of every financial plan is a life.
Your life.
The people you care about.
The choices that lie ahead.
The future you’re dreaming of.
Your advisor’s role is to understand that full picture – and stay close as it changes. Together, you can turn what matters most into a plan that keeps pace with your life.
At the centre of every financial plan is a life. Your life.
The people you care about.
The choices that lie ahead.
The future you’re dreaming of.
Your advisor’s role is to understand that full picture – and stay close as it changes. Together, you can turn what matters most into a plan that keeps pace with your life.
At the centre of every financial plan is a life. Your life.
The people you care about.
The choices that lie ahead.
The future you’re dreaming of.
Your advisor’s role is to understand that full picture – and stay close as it changes. Together, you can turn what matters most into a plan that keeps pace with your life.
Our Difference
One relationship.
More
support
behind it.
Good advice begins with a relationship—one built on understanding what matters to you, seeing the full picture and staying close as life changes. With IPC Wealth, you have that trusted relationship and more support to help you navigate whatever comes next.
Advice built for your life
Your goals guide the advice and solutions you explore—helping you build, protect, enjoy and pass on your wealth in ways that work for you.
More time for what matters
A more connected experience makes it easier to stay informed, get answers, and keep important decisions moving. That leaves more room for meaningful conversations and thoughtful planning.
Expert guidance when you need it
When decisions become more complex, broader knowledge and perspective help you understand your options, see how the pieces fit together and move forward with clarity.

Personal advice, backed by long-term strength.
IPC Wealth is part of the Canada Life group of companies, bringing greater scale, stability and continued investment behind the personal relationship you have with your advisor.
Advice that starts with listening
Life changes.
Your plan should be ready to change with it.
Start with what matters
Your advisor listens to understand your goals, values, responsibilities, concerns and ambitions.
Build a plan that’s uniquely yours
Together, you turn the full picture into clear priorities, practical next steps and an investment approach aligned with your goals.
Stay close as life changes
Regular conversations and reviews help keep your plan relevant as your needs, priorities and possibilities evolve.
Real relationships
What good advice can make possible.
Every financial plan is personal. So is the difference it can make.

Working with our financial advisor is everything our family could've hoped for. We are tremendously grateful for all the work that he does. He has assisted us with getting our finances organized, helped our mother form a solid succession plan, and also helped plan for our children to attend post secondary school without incurring debt. All three generations of our family look forward to continuing to work with him for all the different stages of our planning needs.
Investment Planning Counsel client since 2015
David Cinelli, Real Estate Agent, Royal LePage

Learning a different language is never easy. But with Jason as our interpreter and guide to the world of investing and financial planning, we have a much better understanding of how to make our money work for us. We now have a rosier picture for our retirement. Whether it be a leisurely local luncheon, or a detailed email to us while we're travelling the globe, Jason is readily available with studied options and thoughtful advice. We appreciate all you do for us Jason - thanks, merci, salamat, dhanyavaad, obrigado!
Investment Planning Counsel clients since 2009
Brixton Lagac (Teacher) and Gurvinder Virk, (Chiropractor & Founder of the St. Lawrence Wellness Centre)

Chris has been our financial advisor since 1995. My wife Manjula and I are trusting him and his team with our hard-earned money. I have utmost trust in his ability, knowledge, and investment strategy. I have tested his ability and asked some hard questions, especially when the markets were not doing well. I always listen to him and trust his opinion, and appreciate it even more during the tough times.
Investment Planning Counsel clients since 2000
Anil and Manjula Sharma, General Managers, New World Friction

I have absolute trust in working with my Advisor because he truly cares about my financial welfare and takes the time to explain his recommendations in a way that makes sense to me. He is committed to understanding my needs and providing guidance while respecting my overall aversion to risk. He is very proactive in keeping in touch and always make sure my plan is up to date and relevant for my current situation and future goals.
Fanaye Whyte, Physiotherapist & Co-Principal, East York Massage & Physiotherapy Studio

Insights
Perspective for whatever comes next.
Markets move. Headlines change. Timely insights can help you see what matters, put events into context and have more informed conversations with your advisor.
Explore the latest perspectives from IPC Wealth’s investment and planning professionals.
Let’s talk about the life you’re building.
An IPC Wealth Advisor can help you see the bigger picture, navigate what comes next,
and build a plan for what matters most to you.
Advice, your way. For the life you have – and the one you’re building.
Let’s talk about the life you’re building.
An IPC Wealth Advisor can help you see the bigger picture, navigate what comes next, and build a plan for what matters most to you.
Advice, your way. For the life you have – and the one you’re building.



