Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.
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0
No Advice
4 - 6
Years of advice
7 - 14
15 +
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
For advice that makes a difference
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.
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.
I have had three other investment advisors, none have been as professional or well versed in financial matters as Paul and his team
With Paul’s guidance, we have developed a long-term personal wealth and estate plan. I feel we are in excellent hands.
25+ Years of Experience
Wealth Advisor
Paul Barreca
Financial Planner
William Barreca
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