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"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."


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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.

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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.

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What our clients say about us

As a business owner, I do not have time to plan. With Paul’s guidance, my portfolio is working well, and we have put in place suitable tax and estate plans.

Doug Crowe - Director, Car Quest Auto Parts

I trust Paul and his team to make sure my money is working hard, I am not paying more tax than needed and my finances are in order.

Jon Hamovitch VP - Human Resources

I have had three other investment advisors, none have been as professional or well versed in financial matters as Paul and his team

Michael S. Wilson - Toronto

With Paul’s guidance, we have developed a long-term personal wealth and estate plan. I feel we are in excellent hands.

Michael Gould - Director, Husky Canada
 
 
 
 
 

 

OUR TEAM

25+ Years of Experience

Wealth Advisor

Paul Barreca

Financial Planner

William Barreca

Our Team

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