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
Over the past few weeks, U.S. stocks, as measured by the S&P 500, have experienced a correction—defined as a 10% fall in prices from their peak.
Many people assume that the wealthy have access to secret investment strategies or exclusive financial products that give them an unfair advantage. The real secret to building and maintaining wealth isn’t about having access to something others don’t—it’s about mindset and habits.
Feeling anxious about market swings lately? Concerned about how tariffs and politics might shake things up? If you're sitting on cash, wondering if now's the wrong time to invest—or even thinking about pulling everything into cash—let's take a deep breath.
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.
40+ Years of Experience
Paul Barreca
CFP®
Wealth Advisor
William Barreca
CFP®, CIM®
Financial Planner
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