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In a recent Client Satisfaction Survey, IPC Advisors received some of the best ratings from their clients in major categories like ‘knowledge’ and ‘honesty’ – but surpassed all of the big banks’, brokerages and dealers on client satisfaction.

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions...

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social...