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.
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.
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.
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.
0
No Advice
4 - 6
Years of advice
7 - 14
15 +
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
30+ Years of Experience
Lorraine Knight
Wealth Advisor
Tara Bennett
Administrative Assistant
Move forward with financial confidence
I am very pleased to provide a letter of reference for Lorraine , Wealth Advisor, IPC Securities Corporation. I have had the opportunity to speak with a number of her clients and they have all expressed high praise for her professionalism and knowledge.
Lorraine is different. She found me a policy that more than tripled my insurance coverage, at a lower monthly premium. I no longer wonder if there is a better option out there. I would not hesitate to recommend Lorraine to anyone who needs a financial advisor.
Let' s Grab a
Client Login