Global Manager Research

IPC Securities Corp, based in Oakville, ON, specializes in personalized wealth management and financial planning services tailored to meet clients' specific needs. With a commitment to human-centered advice, they emphasize building engaged relationships with clients to ensure their unique financial goals are met effectively. The company fosters flexibility in client communication, offering various meeting formats that accommodate different schedules and preferences. Recent acquisitions, such as that of De Thomas Wealth Management, highlight IPC's ambition to expand its national presence while delivering comprehensive advice for retirement income and wealth transfer strategies. Generated from the website

iA Private Wealth is a financial services firm based in Oakville, ON, specializing in wealth management and investment advisory services for individuals and families. They offer personalized financial planning strategies tailored to each client's unique goals and objectives. With a team of experienced financial advisors, iA Private Wealth provides comprehensive financial solutions to help clients navigate complex financial landscapes and make informed decisions about their investments. Their focus is on building long-term relationships based on trust and transparency. Generated from their business information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.