Plan Responsibly

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Don't just chase your dreams

Let us help you plot a path!

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.

Choose to work with Ryan Colwell, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Meet the team


Ryan Colwell, BA, CFP, RHU, EPC, CFDS, RIAC

Financial Advisor

Darlene Colwell

Licensed Assistant

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Ryan Colwell, IPC Investment Corporation received the NEI Investments Award for Socially Responsible/Impact Investing:

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.
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Ryan is a proud member of:

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
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wealth

14 March, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
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nei

12 March, 2019

NEI Corporate Engagement

NEI Investments has released their Corporate Engagement guide. The guide outlines their corporate engagement activities on behalf of their clients (you) for the comi
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