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We protect and empower conscientious families through tried and tested financial planning and risk management strategies – in a way you can actually understand!   

We pride ourselves on building a super friendly, accessible practice while striving to demonstrate sustainability in all that we do. 
Ryan Colwell - , CFP, RHU, EPC, AFDS and AFDS
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds.  Click here for the full article read.

 

Office Additions

24 March, 2017

Some of you familiar with our office may have noticed a recent change. We have added a new cubical made of recovered doors from my... More »

Sprout Gardening

24 March, 2017

Our Gardening Guru stopped by in January and after listening to our plans for this year’s garden suggested we start growing sprout... More »

The Fundamentals of Socially Responsibility Investing

 This is a great video that goes though the fundamentals of socially responsibility investing (SRI) – a key aspect of our investment philosophy. - Reposted with permission from Ocean Rock Investments.

Click to watch video

Ryan ColwellIPC Investment Corporation received The NEI Investments Award For Socially Responsible / Impact Investing:

WP Award Winner 2016 - Ryan Colwell
Also, Ryan is a proud member of:


Business to Community

RIA advisor member