Does this sound like you?

Start a conversation

"I'm worried I won't have enough to retire."

"I'm not sure I'm getting proper financial advice; I feel I am just being sold products."

"I'm confused about all of the contradictory financial advice."

"I'm not sure where to find trusted advice to help me reach my goals."

Mature man in woodshop

The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

Read Now

0

No Advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

Insights

For advice that makes a difference

 
Visit our blog

What our clients say
about us





❮ ❯
 
 
 
 
 

You heard Paul for years on Newstalk 1010

Financial planning, Canada

OUR TEAM

25+ Years of Experience

Paul Barreca

CFP®

Wealth Advisor

William Barreca

CFP®, CIM

Financial Planner

Our Team

Let's Grab a

Virtual Coffee

Start a conversation
X