RETIRE WEALTHIER, HAPPIER AND EARLIER

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Specializing In

Creating Lasting Memories And Restful Sleeps

We help people create meaningful wealth for a life well lived. Our proprietary investment and unique services all provided at a fair price, is based on the Japanese philosophy Kaizen where we continuously implement and improve our processes and services, creating unique client experiences.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!


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WHY CHOOSE US?

If you are looking for a wealth advisory that is independent from “ big brother” , with decades of knowledge and experience providing quality holistic, objective, retirement wealth, tax, estate and insurance planning advice,all at a fair price then we may be a good fit.

MEET THE DREAM TEAM


Robert Roby, CFDS, CPCA

Senior Wealth Advisor

Diane Roby

Office Manager

The Value Of Professional Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Complimentary Second Opinion

We will make you feel right at home. Click below to contact us today.
Ottawa: 343-291-1060
Toll Free: 1-877-212-5055
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NEWS, VIEWS AND OPINIONS

In our news and blog sections, we provide valuable insights into the financial world from our experts.

tfsa

14 December, 2018

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.
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4 December, 2018

Golombek’s year-end tax tips for clients

Now is a good time to revisit tax planning with your client as the Dec. 31 deadline approaches. Top of mind this year for business-owner clients are tax changes for
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22 November, 2018

CANOPY NEWS

As some of you may be aware, we have seen a downturn in numerous marijuana stocks over the past number of weeks. Of particular importance is Canopy which has seen a
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