The IPC Royal Oak Team
  • What is the Value of Advice?

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    We'll be happy to discuss our value added offering with you & illustrate how it compares to the various other options in the market. Discover the Benefits of working with us!

  • Your Future is In Good Hands

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    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take your first Steps to Financial Freedom

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    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

  • Is Retirement closer than you Realized?

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    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

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    Latest Blog Posts

    Get Fiscally Fit for 2014

    1 January, 2014

    Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

    Cure Retirement Anxiety

    23 December, 2013

    Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

    The Art and Science of Estate Planning

    The Art and Science of Estate PlanningEstate planning has often been described as more of an art form than a science. When it’s created, an estate plan can precisely reflect your assets, your wishes and your legal situation at a point in time.
    Dream. Plan. Achieve.
    Since 1995, we bring years of experience to provide you with sound, reliable financial advice to help you achieve financial independence & peace of mind.
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    The IPC Royal Oak Team
    A dream without a plan will always be just that: a dream.

    Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education and retirement planning. We bring a variety of products, service and advice to the table while keeping the emphasis on your long term goals.

    One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved.

    It starts with your dream, we build the plan and together, celebrate the achievement.

    Better Business Bureau Accredited Business - IPC Royal Oak