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.

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.

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.

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.

How we work

My Team

25 Years of Experience

Financial Planner

Gordon T. Clark, B.Sc., CFP®, P.Eng.

Financial Planner

Lindsay Grosser, B.A. (Hons.) Economics & Business, CFP®

Our Team

Praise is best heard in third person

"As a recently retired small business owner, working with Paul for the past 8 years has made my decisions easier knowing I have a plan in place to ensure my finances are secure, and it lets me lead the kind of retirement life that I want. One of the many things I like about IPC is the attention I receive from all the staff, and the quick response when I have any concerns. With the way the financial industry is these days it is nice to have a team of professionals I can trust. I would not hesitate recommending IPC to anyone." - Steve Oz, Calgary

Praise is best heard in third person

"I started working with Lindsay about a year ago to help with my financial planning and savings. As someone new to organizing my savings and financial planning she's been extremely helpful - providing guidance and explaining the financial landscape to me based on my needs." - Heather

Praise is best heard in third person

"I am a young professional who recently sought advice from a financial advisor for the first time. Lindsay related to me as a person and went through things at my pace based on my needs and goals. It makes a big difference knowing I have someone like Lindsay to ask my questions to and feel comfortable working with as talking about personal finances isn't always easy. Now I'm excited about what is possible in my life."- Lisa

Praise is best heard in the third person

"Since 2002 - Paul at I. P. C. has been our financial advisor. As a retired couple we have relied on the excellent service and care that we continue to receive and have not been disappointed. We are well informed and kept current in these difficult markets. We look forward to many more years with Paul and have recommended him to others with great success. Paul always does "just a bit more" for his clients." - Bill & Sherrie

Praise is best heard in third person

"We are both retired & have been clients of Paul for 20 years & we are very satisfied with the way Paul has handled our investment accounts. Critically, he has protected our capital & the investments have provided us with a secure income stream. Having Paul as an investment advisor has given us the freedom to retire with a secure monthly income. The thing that we value the most with Paul is honesty. We have confidence & peace of mind knowing that Paul ensured the protection of our capital. Our family has benefited from having Paul as an advisor in our investments & monthly cash flows." - Derek & Diane

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Top 10 Questions to Ask Yourself

My Team

25 Years of Experience

Insights

Invest Smarter with a Dollar Cost Averaging Strategy

TFSA & RRSP

Money Facts 2023

Praise is best heard in third person

Praise is best heard in third person

Praise is best heard in third person

Praise is best heard in the third person

Praise is best heard in third person

Work With Our Team