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종신 생명/중병/간병 보험 특별 PROMOTION (IPC 투자 금융)
gerald

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

신규 투자 문의는 김종근보험 문의는 신호식에게 해주세요.

 

 

 

 

    CFP, BA Hons.(Econ.)  |  Senior Financial Advisor

    CFP  |  Assistant Financial Advisor

    BA  |  Admin Assistant

 

IPC Investment Corp.

300 John St. Suite 603

Thornhill, ON L3T 5W4

Tel | (905) 762-0879 | (905) 762-1144

Fax | (905) 762-0372

 

www.ipcc.ca

 

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We provide sincere, disciplined and exceptional financial management service to our clients. Our team brings together experts in many different disciplines and specialties to provide all over expertise in solving financial problems and identifying opportunities. Investment Planning Counsel is one of Canada’s largest independent wealth management companies owned by advisors, management and IGM Financial - a publicly traded company on the TSX and a member of the Power Financial group of companies; one of Canada’s largest financial organizations.

www.ipcc.ca

 

How is our team unique?

- Personal Service – Custom made Advice

- Objective and Unbiased Advice

- Constant Research in all areas

- Disciplined Approach to money management

- Accountability

- Confidentiality

- Professionalism

 

 

< Services provided  >

 

TAX STRATEGY

         Registered Retirement Savings Plan (RRSP)

         Tax Free Savings Account (TFSA)

         Registered Education Savings Plan (RESP)

         Registered Disability Savings Plan (RDSP)

         Company RRSP (LRSP, LIRA, LIF, GRSP etc)

         Registered Pensions (DC, DB, DPSP, IPP etc)

         Tax Efficient Investment (Non- Registered)

         Corporate Class (Non- Registered)

         Universal Life Plan (Non-Registered)

         etc

 

    INSURANCE STRATEGY

         Level minumum pay Life Insurance (최저 납입 보장 생명 보험)

         Level Limited pay Life Insurance (조기 완납 보장 생명 보험)               

         Universal Life Insurance with investment (변액 투자 생명 보험)

         Whole Life Insurance (홀라이프 생명 보험)

         Term Life Insurance (정기 생명 보험)

         Critical Illness Insurance (중병 보험)

         Long Term Care Insurance (간병 보험)

         Disability Insurance (상해 보험)

         Accidental Death Benefit Insurance (사고 보험)

         Non-Medical check Insurance (건강 진단 없이 가입)  

         Group Benefits (직장 그룹 보험)              

         etc

 

 

    RETIREMENT STRATEGY

         VIP High Net Worth Investment (VIP 고액 우대 투자)

         T – CLASS (세금 유예 투자)

         Joint Last to Die Life Insurance (유산 상속 보험)

         Life Insurance for Seniors (시니어 생명 보험)

         PARTICIPATING dividend Insurance (참여부 배당 보험)      

         etc

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