|Karla Wiens, CFP |
I am a Certified Financial Planner, and Accredited Mortgage Professional. Many people are seeking the advice of professional investment advisor to help them sort through their investment choices. My role as a Mortgage Planner is to provide professional, unbiased advice to help people make better mortgage decisions. This advice carries on well past the initial mortgage... encompassing annual reviews, debt/cash flow analysis, options for renewal, etc.
|Aaron Cann, BSc., CIM® |
Private Wealth Consultant & Portfolio Manager
IPC Private Wealth
As Private Wealth Consultant & Portfolio Manager for IPC Private Wealth, Aaron partners with us to develop personalized solutions to protect and build the wealth of our high net worth clients.
He helps to identify your wealth and lifestyle goals to create a customized and tailored investment solution; which looks to deliver a prudent risk-adjusted rate of return. To manage client portfolios, Aaron works closely with the IPC Private Wealth Portfolio Management Team and the independent investment specialists who provide on-going advice for the Program.
Aaron is differentiated by the tremendous amount of industry-specific experience he has, as well as the extensive experience in dealing exclusively within the high net worth segment.
He has a Bachelor of Science from McMaster University and he holds the designation of Chartered Investment Manager (CIM)®.
IPC Private Wealth is a program offered exclusively by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.