23년 경력의 전문가가 MUTUAL FUNDS,RRSP,RESP,절세투자,상속계획,각종생명보험,중병보험,상해보험등에 전문적으로 상담및 서비스를 해드리고 있습니다.
신규 투자 문의는 김종근, 보험 문의는 신호식에게 해주세요.
김 종 근 CFP, BA Hons.(Econ.) | Senior Financial Advisor
신 호 식 CFP | Assistant Financial Advisor
이 수 현 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