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Spotlight on Personalized Advice | Financial Solutions
Corporate • Mar 10, 2021
While some Canadians choose to go it alone, an overwhelming majority believe that, financial advisors have a positive impact on their lives, their families, and their futures.
During these uncertain times, investors are looking to financial experts for guidance to help them make the right decisions or get answers to tough financial questions. In our study, we found that
93% of Canadians indicated they want to work with someone who knows their personal situation.
If you’re ready for financial advice with a human touch...
Our
E-Book highlights the tangible benefits of personalized advice and how investors can benefit from the meaningful relationships they develop with their advisors.
Start your journey to personalized advice
After spending years on the sidelines of investor portfolios, high-interest savings accounts (HISAs) have surged in popularity.
Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.
The third week of February marked a crucial period for IPC Private Wealth clients, featuring up to four major portfolio events.
