What does your future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with IPC Guelph and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
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
Knowledgeable

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
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

 

Meet the team


 

Our Team

 

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 
 

Market Monitor

Listen to insights from our market specialists  

 

 

Subscribe to the E-Wealth Report List.

 

Spotted in the news

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

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from th
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Stock Price Volatility Reflects Opinions, Not Facts

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.
Read more

The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.
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The Value Of 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 advisors, like us, can help keep you on your financial course.
Learn More

The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

 

Our Locations

Fergus Office

6310 Wellington Rd. 29

Fergus ON N1M2W5

Business: 519-843-5458

Fax: 519-843-5458

Email: kcozzarin@ipcc.org
scozzarin@ipcc.org

Contact Us

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