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!


Robert Roby's Media Library!

Our Latest Videos to Help You Better Understand Your Investment

STAY TUNED


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.
Read More

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
Contact Us
 

NEWS, VIEWS AND OPINIONS

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

Market Monitor

6 February, 2025

Market Monitor: Our Sub-advisor Outlook for 2025

We recently sat down with some of our best-in-class sub-advisors to discuss what they’re excited about and how they have positioned their portfolios for 2025. Discov
Read more

In Conversation with out Portfolio Management Team

6 February, 2025

In Conversation With: On Tariffs Between the U.S. and Canada

In our video update, Investment Planning Counsel's VP of Portfolio Strategy discusses how IPC Private Wealth portfolio managers are preparing for tariffs.
Read more

Letter from Corrado Tiralongo

31 January, 2025

Trump, tariffs and the 51st state – Impacts and risks for Canadians

On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a
Read more

Contact us

Don’t leave without giving us your number!
Get in touch