What does the future look like?

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Upcoming Seminars


Housing Matters
Oct 4

Guest Speaker: JUDY MARSALES
Marsales Realty
Breaking into the Housing Market. New Rules.
Getting on Track.

Future Matters
Oct 11

Guest Speaker: DIANE YEO
Diane Yeo: Meditation
Work / Life Balance.
Determining your priorities.
Stay on track.

Economic Matters
Nov 8

Guest Speaker: RANA CHAUHAN
Counsel Portfolio Services
Breaking down the noise.
Pot Stock? Bit Coins ?
Plan your Retirement.


Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.







12 October, 2018

Market Downturn is Short-Term Noise

The U.S. stock market has been sliding for six straight days, while stocks in Canada are also taking a tumble. It is important to remember that a market downturn is

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4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

Introducing Alternative Investments

20 September, 2018

Introducing Alternative Investments

IPC Private Wealth investors now have access to a Multi-Strategy Alternatives mandate - a strategy that provides access to true alternatives, including real estate,



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Meet the Team

Marie Phillips, Honours BA, RRC®

Wealth Advisor

Cindy Little

Associate Investment Advisor

Code of Ethics

Learn how we conduct ourselves with the utmost integrity
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Understanding Statements

Instructional video on how to understand your statements.
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Contact Us

For your convenience, we have offices in Ancaster and Milton.
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