What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Bruce Mann, EPC, CHS 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!

 

Why should you choose us?

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

25 Years Of Experience

My Team


Bruce Mann, EPC, CHS

Financial Advisor

Donna Racco

Client Relations Manager

 

Spotted in the news

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

Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.
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5 February, 2018

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs.
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5 February, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
Read More

Is your RRSP on the back burner?

It’s easy to get distracted when saving for a far-off goal like retirement. But an RRSP offers many rewards, so it’s critical to stay focused and use of this opportunity.
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Audiocasts

Listen to insights from our market specialists  

 

InsureRight Calculator

With our InsureRight Calculator, you can complete an analysis of your life, disability and critical illness insurance needs.
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Understanding Your Statement 

 

 

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.

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