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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.

 

WHAT A GREAT PARTY!

22 November, 2016

We had a sell-out crowd (57 people) attend our client appreciation event on this past Saturday afternoon at “Uncorked” wine bar in... More »

Ryan was on hand at the Toronto Stock Exchange ...

21 October, 2016

Ryan was on hand at the Toronto Stock Exchange to open the market to mark the third annual Responsible Investment Week.... 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