What does the future look like ?

Find Out

Meet the Experts

Daniel Johnstone, CIM®, CFP®

Investment Advisor - National Accounts, IIROC

Andrew Craig, RIS

Financial Advisor - National Accounts, MFDA

About Us

Why should you choose us?

Pull up a chair, and let us tell you our story.

About Us
What We Do
Insights
Contact

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.

Learn More

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.

Learn More

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.
Read more

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.
Read more

8 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable.
Read more

Market Monitor

Listen to insights from our market specialists

More Insights

Subscribe to IPC National Advisor Desk's E-Wealth Report List

Subscribe Here

Contact Us

Don’t leave without giving us your number!

Learn More