Our clients know they can rely on:
- a defined,consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
There comes a point in time when you realize that retirement is closer than you think. When the calendar starts to say that within 5 or 10 years it’s time to hang up the gloves, there are a number of plans and decisions to be made as you get your financial house in order. Helping you to create a retirement plan that allows you to sleep at night with peace of mind and confidence is what we do best.Let's get the conversation started!
As a longtime client of Sharon Boothroyd, I have appreciated her attention to details and clear explanations concerning my investments. She has made great efforts to understand my needs and always given me ACE (above customer expectation) performance.– S.K.
Sharon & her team at IPC were a great help in my retirement process. She took into account my plans & priorities; and always explained various financial aspects in a patient and easily understood manner. She monitored my investments closely and provided regular detailed updates.– C.A