IPC Burlington.ca's team of professionals work together with their clients to determine and define their financial goals and help them set up a plan to make those goals reality.
Whether your goals include:
We are able to provide you with the advice that will help you achieve your goals. Our goal is to assist you in developing financial stewardship which goes far beyond the accumulation of wealth. We are here to assist you in developing a financial framework which will help you to live by your core values and beliefs regarding your individual responsibilities to your family, community and to yourself.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Finding someone you trust with your personal financial savings is not always easy, meeting with Wade was an eye opening experience. He patiently listens & uses plain language explaining investment options which have enabled us to make financial decisions beneficial to retirement.
With not much knowledge in debt repayment or finances, I met with Wade & he went beyond my expectations. Not only did he make me feel at ease but also explained everything so easily & worked out a great plan. I left our meeting feeling confident and excited about my future.