Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.
Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.
Read our eBook to learn more.
0
No Advice
4 - 6
Years of advice
7 - 14
15 +
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
Move forward with financial confidence
25+ Years of Experience
Gian Paulo Spangaro
CFP®, CFA, CIM, FCSI
Senior Wealth Advisor
Charleen Ferguson
Licensed Assistant
Gian Paulo has been my advisor for more than 14 years. He takes the time to understand my needs and goals and ensures that I have a clear comprehension of the overall financial plan that we created. I especially value his attention to providing investments and strategies that provide me with a stable income so I can enjoy retirement. I enjoy peace of mind knowing that I am in good hands.
Thank you for helping me in getting a financial plan in place and providing a structure that I could follow. Our frequent communication (both on the phone and in person) makes me feel like you are closely watching my portfolio and gives me great confidence in your ability to help me manage my financial affairs.
You do a fantastic job and I don't hesitate to provide friends and family with a referral to your services. Hugo and I are both very appreciative of the time you take with us in providing valuable advice and financial planning services.
Thank you so much for all your help. I'm so glad I can get your advice...it makes me feel very secure.
During my work with a large employee assistance provider I had the opportunity to have Gian Paulo facilitate a number of workshops for one of our corporate clients. Gian Paulo was a pleasure to work with and I found him to be knowledgeable and experienced on many financial matters. The feedback that we received from the audience was excellent and many would recommend his workshops to their colleagues.
Gian Paulo has presented and also prepared a number of corporate workshops for us. I have always found him to be a great resource for unbiased financial education and he has impressed me with his work ethic, presentation style and attention to detail. He was able to translate difficult issues into simple, plain language that the audience could understand which resulted in great evaluations from the employees.
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