Steven has been awarded the FCSI designation.

It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors.

Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

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OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

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Mature man in woodshop

The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

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0

No Advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

OUR TEAM

25+ Years of Experience

Steven Bovencamp

MBA, CIM®, FMA, FCSI®

Senior Financial Advisor

Christopher Flynn

MSc Finance, FMA, CIM®, FCSI®

Senior Financial Advisor

Our Team
 

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