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E Wealth Report

The Core Partners Group E-Wealth Report

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Owen Sound - Head Office

1156 2nd Avenue East, Suite 101
Owen Sound, ON
N4K 2H9
Local: 519-376-0095
Fax: 519-376-2978
Toll-Free: 1-800-847-3106

Our Process

Overview
The Value Of Advice
The Cost Of Advice

Planning

Retirement Strategies
Portfolio Management
Risk Management
Estate Planning
Cash & Credit Management
Charitable Giving
Retirement Income
Travel Insurance
Tax Minimization Strategies

Investing

IPC Private Wealth
Personalized Portfolio
3 Levels of Expertise
Sophisticated Investment Platform

Resources

Your Tax Refund
IPC Private Wealth Manager Insights
Market Monitor Audiocasts
Relationship Disclosure Document
Calculators
Insights
Additional Links

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund. Investment Planning Counsel is a fully integrated Wealth Management Company. Mutual Funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation. Insurance products available through IPC Estate Services. IPC Private Wealth is a program offered by IPC Securities Corporation. To Know Your Advisor, please refer to the IIROC.

IIROC AdvisorReport