Glen Abbey Financial - IPC Private Wealth

By: Glen Abbey Financial  09-12-2011

    The investment experience you deserve

As a successful individual, you have acquired the right to enjoy all the benefits of your success. Your wealth management needs have no doubt grown more complex and require more attention than ever before.

We invite you to consider the service and value enhancements that come with being an IPC Private Wealth client, IPC’s discretionary managed account service offered through IPC Securities Corporation.

Through IPC Private Wealth, you will benefit from a sophisticated portfolio management approach designed to build on and sustain wealth over the long term. This system simplifies your financial affairs without sacrificing the diversification, depth, or breadth of your investment holdings.

As a client of IPC Private Wealth, you will gain access to an exclusive array of services and benefits, including:

Truly customized portfolio

– Your portfolio will be tailored to meet your unique investment objectives and constraints. It will reflect your particular liquidity needs, risk tolerance and personal values.

Detailed reporting

– You will receive comprehensive and detailed reporting of your portfolio holdings and account transactions as a client of IPC Private Wealth. Each report provides performance charts, tables and a breakdown of your portfolio composition, along with a commentary and insight from your personal Portfolio Manager.

Access to leading institutional investment specialists

– Through IPC Private Wealth, you benefit from investment specialists who have established reputations both nationally and internationally for their specialized expertise in a specific asset class or geographic market making up your portfolio. Each investment specialist has passed a rigorous due diligence screening process executed by an IPC Private Wealth sub-advisor.

Portfolio management and governance

– You will enjoy peace of mind knowing that your overall portfolio is being managed to your personal objectives and continually scrutinized to ensure that the investment specialists are adhering to their stated mandates and performing as expected.

Cost-effective and transparent fees

– IPC Private Wealth program fees are designed to be straight forward and cost-effective. There are no hidden fees, complex calculations or fine-print clauses that you need to worry about.

If you are interested in learning more about IPC Private Wealth please contact Mignonne Baddeliyanage, 

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Important Information This information is not intended to advertise or solicit interest for the IPC Private Wealth program. Such information is only available through an registered Advisor of IPC Securities Corporation or IPC Investment Corporation. IPC Investment Corporation or IPC Securities Corporation Advisors are required to refer clients to an IPC Private Wealth Portfolio Manager or Associate Portfolio Manager for detailed information on the program and/or to open an IPC Private Wealth account. Counsel Portfolio Services Inc., IPC Investment Corporation and IPC Securities Corporation are all wholly-owned subsidiaries of Investment Planning Counsel of Canada, Ltd. IPC Securities Corporation. Member-Canadian Investor Protection Fund


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