When you choose to work with an IPC Advisor, you can look forward to a more personal relationship and a defined strategy for the management of your financial future. Bob is:
Not tied to any bank or fund company, so there are no strings attached.
Your financial well-being is always a top priority.
No matter where you are in life, Bob and Deb can support you with a financial plan.
Bob follows a disciplined process using the Personal Wealth Management Strategy™.
Honesty and integrity – it’s part of our DNA.
From understanding the markets to regulatory changes that affect you – Bob and Deb will keep you informed.