Experience

IP Private Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• CEO, Director of Family Office

  • Jan 2019 - Present

  IP Private Wealth is a Family Office—a team of wealth advisors that operates as a round-table board of advisors. Our 360° approach to examining your goals, wealth, and future needs is what makes us the first and only choice of family office for our clients. Our team works collaboratively across disciplines to provide a coordinated strategy for wealth and financial success. It's the best choice for individuals who need clear direction and strategy that truly reflects their personal goals. IP Private Wealth is a Family Office—a team of wealth advisors that operates as a round-table board of advisors. Our 360° approach to examining your goals, wealth, and future needs is what makes us the first and only choice of family office for our clients. Our team works collaboratively across disciplines to provide a coordinated strategy for wealth and financial success. It's the best choice for individuals who need clear direction and strategy that truly reflects their personal goals.