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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 springboard.

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

Senior Financial Consultant

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.

estate planning

18 July, 2018

Estate Planning: First Steps

Part of retirement planning encompasses an estate plan. Estate planning is more than money. It’s about defining the legacy you want to leave for your loved one.
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18 July, 2018

Savings: Short-Term Goals

When it comes to saving, many people focus on long-term goals like saving for a retirement, a child’s education or their first home. Saving for short-term goals are
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18 July, 2018

Your Metabolism: Kick Start it!

Many factors such as stress, age and diet can slow down your metabolic rate. Take the opportunity to start thinking about waking up your metabolism as part of a heal
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.
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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.
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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.

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