Don't just chase your dreams

Let us help you plot a path!

Choose to work with Perspective Through Planning and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, 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.

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

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.

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.

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

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

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

Nobody cares how much you know, until they know how much you care.

"Ian has been our financial advisor for more than 7 years. During this time he has listened to our short and long term goals and has tailored and adjusted investment plans to reach our objectives. He continually communicates with us to insure any changes in our personal situation, our needs and the marketplace are addressed quickly and appropriately. He’s always looking for new products and vehicles to further secure our future. Although the financial market has been volatile these past 3 years Ian has structured and maintained our portfolio in such a way that we are successfully weathering this storm. As a result of his dedication we’re confident, as we enter our retirement years, that we’ll be financially secure. Thanks Ian for all you’ve done." - Frank and Kim Acolina

Nobody cares how much you know, until they know how much you care.

"I have enjoyed the council of Ian Bagnell for almost 10 years now. Ian was with another investment firm where he had taken over from another Advisor and when Ian left that firm, we followed him to IPC Securities. I am glad that he made the move. Investing for your retirement is a serious matter. You need to trust the advisor, and he needs to listen to you. Ian is very trustworthy, and he does listen to what I say and want. But he is not a 'yes' man. Fortunately, Ian is strong enough to point out a different point of view or a different take on a situation. I can strongly recommend Ian as a person, a gentleman and a magnificent investment advisor." - Gerry Miller