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.
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.
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.
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.
0
No Advice
4 - 6
Years of advice
7 - 14
15 +
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
20+ Years of Experience
Rick Heppner Mueller
B.Mus., B.Ed., CFP®
Financial Planner
Tina Bueckert
Licensed Assistant
Move forward with financial confidence
Your service has given me peace of mind knowing that you have a genuine interest in making the best investments on my behalf. You take time to explain where the assets are invested and why. You've provided a personal financial plan and make a concerted effort to know the details of my financial affairs and how they affect the big picture. And you initiate regular meetings to discuss the portfolio. Thank you very much.
Among the many things we value in our relationship with you is that you provide very prompt, courteous, personal yet confidential service. You are willing to research our questions and offer valuable information on investment performance. It is easy to contact you directly and we are able to meet with you in our home or wherever it is convenient for us. Finally, we like that you tolerate our pets.
We were referred to Deborah by our son and his wife. We had been working with our bank for investments and an accountant for corporate and personal tax returns. Nobody was looking at the big picture; we had assets but didn't have enough cash to live comfortably. Deborah did a thorough review, considered our large blended family and asked us a lot of questions before doing our financial plan. We now have confidence everything has been taken care of and our income is more than enough to meet our needs. We are very happy with Deborah and would recommend her to anyone.
I had a long career with a very good company and when it came time to retire there was a lot at stake. Deborah carefully explained all of the options to me in a way I found easy to understand. With all the information available, I was able to make my decisions with confidence. I am comfortable with my investments and my financial advisor. I recommend Deborah to my friends and former co-workers.
We met Deborah in 1993 when we sold our Toronto home and invested the proceeds with her. Our account has more than doubled in value despite our taking regular income from the account the whole time. We never feel pressured or rushed when talking to Deborah and we appreciate her interest in our well-being.
I really appreciate the way you stay on top of my investment portfolio. You take the initiative to let me know when some tweaking is required, prepare before every meeting and pay attention to detail as you patiently go through the portfolio with me. You always make time to see me, even on short notice. I am at ease with you and your IPC team in charge of my investments, and feel you actually care about my interests and my family's future. Also, I have a great respect for your professionalism and integrity.
It has been our pleasure to know Deborah as our planner and friend, and would highly recommend her expertise to family and friends as their financial planner.
Deborah Moore has been our financial advisor for 15 years, since 1993, and in that time she has given us highly qualified financial advice while always being respectful of our thoughts and ideas. Recently, she has guided us through our retirement process with much needed reassurance and her knowledge of the procedure. Deborah wants what is best for her client and does so with high standards.
We have recently gone through the pension option selection process with Bruce Power. Deborah has helped us understand the options involved and put together a very strong and professional team which was able to address all our questions. They were able to put a plan in place that will look after Gail and I as well as our family in the future. One word of advice, you are part of the team and your input and questions are important to the success of the plan which you have in place. We have been very satisfied with the updates and reviews of our plan. When we have had issues Deborah has made sure they have been addressed immediately.
My husband and I started working with Deborah in 1995. Well, really, I went along but my husband took care of the decisions. A few years later, Arnie passed away suddenly and frankly, I was very uncomfortable taking over myself. Deborah has gently steered me in the right direction and been in constant consultation with my family through the entire process. We are so glad to have had her support and guidance over the years.
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