Wealth Advisor
CurrentProvides investment advice by uncovering clients’ goals, understanding their unique financial situation, and recommending strategies to build a specific plan that’s right for them.• Implements IPC’s Personal Wealth Management Strategy™: A six-step process designed to systematically guide clients from dreams to reality. The ultimate goal is to provide clients with a comprehensive and tailored strategy that can help their buildwealth.• Helps to simplify the wealth management process and empowers clients to make the right decisions for their family and business.• Addresses all aspects of each client’s financial situation including financial planning, investment consulting, retirement planning, cash flow, credit management, and life insurance**• Offers a wide range of investment solutions, including mutual funds, guaranteed investment certificates, stocks, bonds and options to more complex alternatives.• Meet with clients regularly to ensure they have an up-to-date financial and contingency plan.• Collaboratively partners with lawyers, issuance specialists, tax accountants, to be the first point-of-contact for each client’s financial plan.** Insurance Disclaimer - Insurance products available through IPC Estate Services Inc.
