IP Private Wealth™ creates a holistic wealth management strategy focused on your goals. We provide the Family Office model to affluent Canadian families and professionals. IP Private Wealth provides a coordinated board of advisors, creating a 360° strategy for wealth management and growth. Our advisors work in tandem to reduce the ‘crossed wires’ effect that occurs when wealthy individuals deal with multiple advisors.

IP Private Wealth has created an innovative method of wealth management. We integrate all aspects of financial and lifestyle wellness: integrated planning, corporate strategies, investments, estate planning, taxation, insurance, philanthropy, and personal success and wellness goals. We work with you to discover what your goals are and how to make them a reality.

WHAT IS A FAMILY OFFICE? 

A Family Office is a financial management firm that employs a panel of advisors to manage the wealth and finance of an affluent individual or family. A family office provides a centralized hub of cohesive, coordinated advice for all aspects of your financial and life goals. 

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IP Private Wealth™

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Teams

Offices

IP Private Wealth™

Org chart

Teams

Offices

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