Building a personalized solution to build and protect your wealth.

Rick David

Our clients know they can rely on:

  • a defined, consistent approach to financial planning 
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Loading...

IPC Private Wealth

The Investment Experience you deserve. As a successful individual, you have acquired the right to enjoy all the benefits of your success. Your wealth management needs have no doubt grown more complex and require more attention than ever before.

I invite you to consider the service and value enhancements that come with being an IPC Private Wealth client.

Click here to learn more
 
  • 90% of current clients are “very likely to recommend Rick David to friends and family for wealth management advice”

    – Clients surveyed
 
 
  • A conservative, consistent approach to investments without emotion and hype.  Very hardworking and easy to talk with, down-to-earth.  Sensitive to commission charges - not interested in the "revolving door" of trades.

    – Bruce from South Okanagan, BC