A 360° plan for your wealth

begins with a single conversation.

It starts with a coffee. We listen to what you want and need, then build a plan that’s unique to you.

IP Private Wealth creates lifelong wealth management plans that you can actually understand.

Our trademarked IP 360°™ process helps affluent families and individuals to develop clear, coordinated plans with a round table of experts. We work with your own trusted advisors, and we can bring in experts in areas you may need.

We begin all our relationships in the same way: with a conversation. Let us know what lifestyle, investment, and wealth management goals we can help you achieve; we’ll make sure you have the right experts at the right time.

Schedule your first conversation with us today, and let’s see how our advisors can help you reach your goals.

Our Head Office:

IP Private Wealth
510 – 2 Gurdwara Road,
Ottawa ON K2E 1A2

Phone: 613-274-2662
Fax: 613-274-2992
Toll Free: 877-721-1189

Select a time on our calendar for your introductory zoom call right now.

Want to ask a question before you book a call? No problem. Fill out this form and we’ll be in touch.

    What goals are you working on now and in the next few years? (Check all that apply.)

    Are there any details you think would help us prepare for our call?