We’re glad you asked.
IP Private Wealth is a wealth management firm that uses a family office philosophy to provide a truly in-depth and comprehensive approach to financial planning. We use the ‘family office’ model, which allows us to help clients through a myriad of financial and lifestyle decisions.
Watch this video introduction to our team, our founder, and our philosophy.
What is a family office?
A family office is a wealth management firm that works with affluent professionals
to review and advise on their financial and lifestyle goals. We take wealth management to the next level by working across disciplines to coordinate your advisors, ensuring everyone is focused on the same strategy for wealth and financial success. By working collaboratively with all your advisors, we ensure your plan is coordinated and cohesive.
Why choose IP Private Wealth as your family office?
WHAT IS IP PRIVATE WEALTH?
IP Private Wealth is an independent wealth and investment management firm. The biggest challenge for busy medical professionals is getting clear, coordinated advice from all their advisors in a timely fashion. A family office answers that problem.
We work across disciplines to coordinate your advisors, ensuring everyone is focused on the same strategy for wealth and financial success.
IP Private Wealth is the best choice for medical professionals who are seeking clear goals and strategies that will get everyone moving in the same direction.
With a team that has over 3 decades of experience maintaining trusted relationships with our high net worth clients, we know that your financial affairs are far too complex for cookie-cutter solutions.
That’s why we start with a fluid conversation about your goals, your concerns and what’s important to you. Our process begins with a discovery meeting which goes far beyond a pre-set questionnaire.
We need to know what keeps you up at night so we can develop a personalized 360° strategy that allows you to focus on enjoying your life; whether that involves running your business or simply enjoying your success.
See if we’re right for you.
Our team is happy to talk with you about your financial and lifestyle goals, and see if there is a natural fit with our services. Clients who typically see the most benefit from working with us are affluent Canadians with investable assets of $1M or greater, who are tired of trying to get clear answers from disjointed advisors. If this sounds like your situation, give us a call and let’s discuss your needs.