What does the future look like?

Find Out

View more
 

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.

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.
Read More

Women Wealth Build Financial Confidence With Advice

27 March, 2018

Women & Financial Confidence

Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions yo
Read More

budget

28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.
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.
Watch Video
 

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.
Learn More

 

Subscribe to The Mann Financial Team's E-Wealth Report List

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.

Contact Us

Don't Leave Without Giving Us Your Number
Learn More