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Investment Planning Counsel: Get Advice Your Way Planning is personal We provide different levels of service that you can choose from – so you get what’s most effective for you We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between
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INVESTMENT PLANNING COUNSEL Client Information Booklet - IPCC will assist you in making informed investment decisions, thereby, helping you achieve your financial goal Based on your investment objectives, risk tolerance and other personal circumstances, IPCIC Advisors are responsible for ensuring that investment recommendations are suitable for you
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Become an Advisor - IPCC Succession your way means honouring the business you’ve built, maximizing the value you get, and planning your future on your terms Whether you want to pass the business to family, a partner or strategic seller – we help advisors explore all options, get your book ready, and move at a pace that you’re comfortable with
Notre façon de travailler | Investment planning Counsel PLAN DE RÊVE Comprendre de quelle façon vous souhaitez faire fructifier votre argent; évaluer vos désirs, vos besoins et vos objectifs; élaborer votre plan; MÉTHODE DE GESTION DE PORTEFEUILLE Vous procurer un portefeuille adapté à vos objectifs de placement afin que vous puissiez obtenir les rendements visés; EXAMEN DE LA GESTION DES RISQUES Élaborer des plans d’urgence et vous