Wealth isn’t simple.
That’s why we are here.
Your life is too busy to manage your investment portfolio effectively. Opportunities may be missed and unnecessary risks assumed.
IP Investment Counsel Inc. mitigates these risks through a prudent and well-balanced approach to investing.
The financial services industry has trained clients not to ask questions. We beg to differ. We want your tough questions. That is how we do our best work.
Our team of industry experienced wealth advisors work closely with you to determine your risk tolerance, time horizon, and objectives before constructing your individualized portfolio. Your portfolio team members:
- meet regularly to review research, assess risks and economic landscape to ensure the portfolios are balanced relative to the risk/return expectations in the market place;
- adhere to your Investment Policy Statement by constructing a well-diversified portfolio of fixed income, alternative funds, North American stocks and international ETF’s;
- have both institutional and retail investment experience;
- actively manage the fixed income asset class, assessing and mitigating interest rate and credit risk;
- complete thorough due diligence on Alternative Funds and their managers and process;
- adhere to a disciplined and fundamentally sound active stock selection strategy and do not chase speculative themes;
- answer to you, and only you.
* Investment management services are provided through IP Investment Counsel Inc., a Portfolio Manager and Exempt Market Dealer registered in Ontario, Quebec, Alberta and British Columbia