Does Your Financial Plan Need A Fresh Start?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Diane Gray and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

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

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

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

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

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

Consistent

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

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


Diane Gray, CFP®, CEA

Branch Manager


Why should you choose us?

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

Shelter Yourself From Tax

Tax-sheltered savings vehicles can help you reduce the amount of tax you pay today and each comes with one or more benefits to make them even more attractive. Be sure you are taking advantage of these opportunities.
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Free Consultation

Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Meet with one of our team members & develop a financial plan to steer you towards your dreams.
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Spotted in the news

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

16 November, 2017

Intelligent Investor: RRSPs: 10 Simple Investment Strategies

Ten simple ways to grow your RRSPs.
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27 October, 2017

IPC Special Report: Women and Wealth Management

Life expectancies, generational wealth transfer and better career opportunities are
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12 October, 2017

IPC Special Report: Navigating Life’s Major Events

How to navigate life's major events.
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Audiocasts

Listen to insights from our market specialists  

 

 

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