Our Process

What’s an investor to do?
You’ve likely heard your friends and colleagues lament that “all advisors are alike”. They’re quick to make a sale, but promises of ongoing communication and regular reviews are quick to fall into the pile of good intentions.

At IPC Securities Corporation, we’d like the opportunity to prove to you why we’re different. We follow a disciplined approach to establish a professional relationship with our clients, and we follow a prescribed ongoing communication template in which we’ll establish and confirm your communication expectations as well as deliver against those expectations.

As part of our service commitment, you can expect the following: 

 

  • Warm, friendly atmosphere with great staff
  • Phone calls returned within 24 hours or sooner
  • Regular communication, E-newsletters, market updates etc.
  • Informational Seminars for the whole family
  • Annual Reviews

 

As The Pension Specialists™ we have created and customized a wide range of services to ensure that our clients maintain their future lifestyle.

TPS Process from Shelley Johnston on Vimeo.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.