The IPC Royal Oak Team
  • Find new Tax Opportunities in Charitable Giving


    For the many Canadians who didn't tell CRA about their financial philanthropy, it may translate into missed tax savings.

  • Your Future is In Good Hands


    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


    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.

  • Take your Portfolio to the Next Level


    If you want an individualized approach to growing your capital, you will find it here. IPC Private Wealth is a fully customized program designed to meet your needs.

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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 »

    Do you have a Retirement Income Plan?

    Thank you to all that came out to our Retirement Income Lunch featuring Daryl Diamond, Bestselling Author of Your Retirement Income Blueprint. Learn about the 5 most common inefficiencies seen in retirement income planning in Canada.
    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.
    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