Contact Us Today:
1-888-568-1170
Menu
Home
Home
Investment Services
IPC Private Wealth
Sophisticated Investment Platform
3 Levels of Expertise
Personalized Portfolios
Manager Insights Audiocasts
Estate Planning
Cash & Credit Management
Charitable Giving
Retirement Income Planning
Tax Planning
Insurance & Estate Plannning
Life Insurance
Disability Insurance
Critical Illness Insurance
Long-Term Care Insurance
Mortgage Protection
Estate Planning
Travel Insurance
Client Solutions
Young Singles & Families
Your Acceleration Years
Nearing Retirement
Retired
Business Owners & Professionals
Executive Financial Planning
Retiring Planning
Succession Planning
Our Process
Personal Wealth Management Strategy™
Our Commitment is Our Word
The Value of Advice
The Cost of Advice
Our Team
Meet our Team
Gus Gianias
Testimonials
John Soutsos
Client Testimonials
Market Commentary
Prospects - Business Owners
Prospects - Individuals
Rita Felice
Our Consultants
Our Policies
Privacy Policy
Accessibility
Legal
Contact Us
Resources
Newsletters & Reports
E-Wealth Report
Intelligent Investor
IPC Special Report
Relationship Disclosure Document
The Decline in Oil Prices
The Recent News from Greece
IPC Private Wealth Manager Insights
Market Monitor Audiocasts
Client Education Videos
Say Yes! to Tax-Free Income
Is your RRSP on the back burner?
RESPs: Help your Child Graduate Debt-free?
Quarterly PW Commentaries
Commentaries 2015
Commentaries 2014
Calculators
Links
Blog
Your Personal Financial Website
Young Singles & Families
Your Acceleration Years
Nearing Retirement
Retired
Business Owners & Professionals
Executive Financial Planning
Retiring Planning
Succession Planning
Tweet
Financial Planning for Executives & Professionals
Many small business owners retain our team to act as personal consultants to the executive staff as part of the overall benefits program. Owners recognize the value of using a consultant who understands small businesses to advise executives on all aspects of their financial plan, including: tax, estate, retirement and investment planning.
Based on a personal assessment, our team can offer you a full and unbiased money management and portfolio service tailored to your risk tolerance, time horizon and investment objectives.