12 January, 2022
Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide. Read more
22 December, 2021
Developed market government bonds have rallied across the board since the news about the Omicron variant emerged. Read more
5 July, 2021
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
Don't just chase your dreams
Choose to work with Jim Todd, CPA, CA, CFP®, R.F.P. and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
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