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Meet Our Team

Tom Weichel, CLU

Investment Advisor

James Bisson, CFP®, EPC

Associate Advisor

SPOTTED IN THE NEWS

Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.

5 February, 2018

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs.

5 February, 2018

Intelligent Investor: 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.

31 January, 2018

Money Dates 2018

Money Dates 2018 provides an listing of important deadlines pertaining to Income Tax Returns, Registered Plans, and payment dates for G.S.T. Credits, CPP/OAS Benefit

 

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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Our Locations


Peterborough Office

565 Water Street 
Peterborough, ON K9H 3M7
Email: debra.weichel@ipcsecurities.com
Directions

 

Cobourg Office

245 Division Street
Cobourg, ON K9A 3P9
Phone: 905-377-9592
E-mail: jane.clarke@ipcsecurities.com
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