With higher levels of wealth come more complex financial planning requirements and the need for more sophisticated solutions and expertise. Our team offers specialized services for clients who have more than $500,000 in family assets to invest.
Discretionary Asset Management
As a high net worth investor, you require a portfolio management system that can accommodate your more complex financial situation. Because IPC does not use “in-house” managers, our team is uniquely positioned to find the most suitable specialists in the industry to manage your portfolio. We have complete freedom to consider all available candidates and select the best discretionary management firms for your needs.
We work with such reputable money management firms as:
Our IPC team will help design and monitor your portfolio over time to maximize its effectiveness. As part of our integrated services you benefit from impartial advice, a variety of management styles and strengths, and a single point of contact with an advisor who understands your overall financial picture.
Higher levels of wealth mean larger estates and potentially larger tax liabilities on death, as well as greater potential risk in the case of a sudden disability or critical illness. Our team can help you develop an estate plan to protect you and your family, reduce stress and minimize the tax on capital assets left to your heirs.
Cash and Credit Management Services
Our team has developed a program that enables you to take advantage of some of the best in savings accounts, lines of credit, mortgages, GICs and many other banking services. We will map out a full cash and credit management plan to help you lower your borrowing costs and increase your savings rates.
If you have at least $500,000 in family assets to invest and would like more information on how we can help you live your dream, click here to arrange an initial consultation.
We produce our own investment newsletter every month, IPC’s Intelligent Investor. If you would like to be on our email list to receive a copy, contact us.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.