Services

Private Wealth

The next step in your financial journey

As your wealth grows, there will come a point when you begin to expect more from your investments. IPC Private Wealth is a disciplined, discretionary, highly personalized service offering.

Personalized Portfolio

Personalized Portfolio

Let us tailor your portfolio to meet your personal preferences in four key areas:

Personal Values

We can customize your portfolio to exclude specific securities or sectors that you don’t want to invest in for ethical reasons

Risk Tolerance

Your asset allocation will be calibrated to deliver optimal growth potential with the lowest possible risk while maintaining alignment with your investment objectives.

Tax Expertise

Your portfolio will be monitored for gains and losses to help you manage the overall taxable consequences on your portfolio.

Liquidity

Your investments can be used to generate cash flow as required.
3 Levels Of Expertise

3 Levels of Expertise

Private Wealth clients benefit from three levels of investment expertise and portfolio oversight: our team, the IPC Private Wealth Portfolio Management Team, and seasoned investment specialists for the day-to-day management of your portfolio.
Sophisticated Investment Platform

Sophisticated Investment Platform

Our Private Wealth offering gives you the simplicity of a non-discretionary portfolio with the benefits of a highly personalized approach to make sure you’re reaching your goals.
More Attention

More Attention

As an IPC Private Wealth client, you will enjoy exclusive and personalized service along with 24/7 direct online access to your account.
With you every step of the way

With you every step of the way

With the exclusive benefits that IPC Private Wealth provides, you can feel confident that your portfolio has been expertly built to reflect not only your financial objectives, but also your personal values and beliefs. You benefit from the peace of mind that comes from knowing there is a strong team of experts dedicated to the management, growth and protection of your personal wealth.

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There are no obligations, just possibilities.

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