What do we offer that you want? — efficiency

As a professional in the wealth management business, your practice is built upon client satisfaction. Your clients expect timely and accurate reporting. They expect their transaction requests to be dealt with expeditiously. When these expectations are not met, clients are disappointed.

At IPC, we have constructed a “technology suite” that is second to none in the industry. In researching and developing this tool for our advisors, we have utilized proprietary software, an interactive website, outsourced "back-office" system, effective contact management resources, alliances with top tier software providers, e-mail connectivity, and an advisors intranet to ensure that clients remain highly satisfied with the way their portfolios are administered.

Advisors can without a doubt also expect numerous other on-line services such as an advisors only intranet, fund analysis, research & commentaries, educational content, investment calculators, etc.

IPC’s securities execution is handled by National Bank Correspondent Network. This partnership arrangement allows securities-licenced advisors to transact all forms of securities including stocks and bonds etc. in an IDA environment.

Take charge, for a confidential discussion about the possibilities please contact us at:

905-212-9799 or 1-877-212-9799 or aboutus@ipcc.ca