Specializing In

Creating Lasting Memories And Restful Sleeps

We help people create meaningful wealth for a life well lived. Our proprietary investment and unique services all provided at a fair price, is based on the Japanese philosophy Kaizen where we continuously implement and improve our processes and services, creating unique client experiences.

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!


Robert Roby's Media Library!

Our Latest Videos to Help You Better Understand Your Investment

STAY TUNED


WHY CHOOSE US?

If you are looking for a wealth advisory that is independent from “ big brother” , with decades of knowledge and experience providing quality holistic, objective, retirement wealth, tax, estate and insurance planning advice,all at a fair price then we may be a good fit.

MEET THE DREAM TEAM


Robert Roby, CFDS, CPCA

Senior Wealth Advisor

Diane Roby

Office Manager

The Value Of Professional Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Read More

Complimentary Second Opinion

We will make you feel right at home. Click below to contact us today.
Ottawa: 343-291-1060
Toll Free: 1-877-212-5055
Contact Us
 

NEWS, VIEWS AND OPINIONS

In our news and blog sections, we provide valuable insights into the financial world from our experts.

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...
Read more

24 January, 2024

Central Banks, Fixed Income, and the Year Ahead

In our Insights in 5 2023 year-end update, IPC Private Wealth Portfolio Manager Simon Bowers looks back on the year and discusses what...
Read more

18 January, 2024

Money Dates 2024

Here is a summary of all the important dates in 2024 to diarize in your annual financial planning calendar. This guide will help you...
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

Contact us

Don’t leave without giving us your number!
Get in touch