Register for the Personal Financial Website to get secure, on-demand, convenient access to your financial statements, without delays!

Start Here

Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Play Button
X
 

OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

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.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Mature couple at lakeside firepit
Mature man in woodshop

The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

Read Now

0

No Advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

Insights

For advice that makes a difference

Visit our blog

Your IPC 2024 Tax Information Package

OUR TEAM

Paul Edmiston

CFP®

Senior Wealth Advisor

Tyler Edmiston

Associate Advisor

Our Team
 

Top 10 Questions to Ask Yourself

Move forward with financial confidence

Take the assessment

Let's Grab a

Virtual Coffee

Start a conversation