IP Private Wealth™ creates a holistic wealth management strategy focused on your goals. We provide the Family Office model to affluent Canadian families and professionals. IP Private Wealth provides a coordinated board of advisors, creating a 360° strategy for wealth management and growth. Our advisors work in tandem to reduce the ‘crossed wires’ effect that occurs when wealthy individuals deal with multiple advisors.
IP Private Wealth has created an innovative method of wealth management. We integrate all aspects of financial and lifestyle wellness: integrated planning, corporate strategies, investments, estate planning, taxation, insurance, philanthropy, and personal success and wellness goals. We work with you to discover what your goals are and how to make them a reality.
WHAT IS A FAMILY OFFICE?
A Family Office is a financial management firm that employs a panel of advisors to manage the wealth and finance of an affluent individual or family. A family office provides a centralized hub of cohesive, coordinated advice for all aspects of your financial and life goals.
Review our media disclaimer on our website.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Ottawa, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ipstrategies.ca
- Keywords
- Wealth Management, Discretionary Portfolio Money Managers, Financial Planning, Business Transition and Exit Strategies, Corporate Structuring, Estate Planning including guidance with philanthropic objectives, Life Insurance, Critical Illness, Group Benefits.
- HQ
- Ottawa
- Competitors
- TAAG, Shadow Software, MD Financial Management | Gestion financière MD, Conference of Defence Associations Institute, Phoenix Industrial Group of Companies, GoodLife Wealth Management Corp., IP WEALTH MANAGEMENT, First Avenue Investment Counsel Inc., Burgundy Asset Management Ltd., Meldrum Horne.
Ip Private Wealth™ Questions
Ip Private Wealth™'s website is ipstrategies.ca
Ip Private Wealth™'s LinkedIn profile is https://ca.linkedin.com/company/ip-private-wealth
Ip Private Wealth™ has
9 employees.
View email and phone details for 9
employees at Ip Private Wealth™.
Ip Private Wealth™'s industry is
Financial Services
Ip Private Wealth™'s top competitors are
Taag,
Shadow Software,
Md Financial Management | Gestion Financière Md,
Conference Of Defence Associations Institute,
Phoenix Industrial Group Of Companies,
Goodlife Wealth Management Corp.,
Ip Wealth Management,
First Avenue Investment Counsel Inc.,
Burgundy Asset Management Ltd.,
Meldrum Horne.
Ip Private Wealth™'s categories are Financial Services
Ip Private Wealth™'s founding year is 1998
