Success Strategies Financial/IPC Securities Corp.
Financial Services - Ottawa, ON, CA
Success Strategies Financial/IPC Securities Corp. Employees
Randy Wright
Investment Advisor, Success Strategies Financial // IPC Securities Corporation
Success Strategies Financial/IPC Securities Corp. Details
Anyone can become wealthy by design. What sets us apart is our philosophy that the best advisors work closely with a select number of clients to ensure the highest level of attention is dedicated to each portfolio, rather than dilute their attention across many clients. We use an active management approach, believing that protecting wealth in turbulent conditions is equally as important as growing it in expanding markets. We are a firm that is best suited to clients who: 1. Seek active management over passive index tracking. 2. Desire a closer relationship and higher level of communication from their advisor. 3. Want a custom portfolio tailored to their needs. Our first step is a low-key meeting at your home or office to get to know who you are and what your needs are. At the second meeting, we go into more detail about your financial situation and what your goals are for three to five years and beyond, without the use of sales or pressure tactics that many brokers employ. Our wealthy by design process was developed to help people find a simple and efficient way to build their wealth - and keep it. Going beyond simple investment advice, we take a full-spectrum approach to protecting our client's wealth and standard of living. Whether you are an individual, family, or business, you will need different strategies to grow and protect your wealth. We use: 1.Tax minimization strategies to ensure you pay your fair share - but no more. 2. Life insurance to protect your loved ones in the event you pass away prematurely.3. Other insurance strategies to protect your income - because your ability to earn is one of your greatest assets. 4. Investment strategies for all areas of wealth planning and creation. 5. Estate planning strategies to transfer your wealth to your loved ones, not to the taxman. (Insurance products available through IPC Estate Services Inc. and PPI Solutions)Contact:Devin McDowellDevin.McDowell@IPCSecurities.com613-482-4050 x5
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