IPC Securities Corporation - D/S Wealth Management

D/S WEALTH MANAGEMENT WELCOMES YOU IF:
- You are an individual/family/business owner looking for a comprehensive, worry-free approach to your financial life. This begins with a detailed strategy of what your financial destination "looks and feels" like, including a clear detailed picture of where you are today. With this in hand, they then draw up an effective road-map to allow you to reach your dreams. Your plan includes: Cash Flow Management, Investment Management, Risk Management, Tax Planning, and Estate Planning.
- You are looking to work with a passionate and dynamic financial services partner who truly cares about his clients and their financial situation.
- You would like to effectively integrate and simplify all facets of your financial life, uncover new opportunities or make changes to your established plan.
- You live in British Columbia, Alberta, Manitoba, or Ontario