Don't just chase your dreams
Choose to work with Russ Elford and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.
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!
Senior Wealth Advisor
Thank you so much for the great care and dedication that you have given to us for all these years. Bless you all. – Greg & Karen Bowen
Pull up a chair, and let us tell you our story.
14 February, 2018
Saving for your future may involve using both an RRSP and a TFSA. Read More
31 January, 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 Read More
28 November, 2017
The antagonistic exchange between the leaders of North Korea and the U.S. has dominated the news and caused volatility to increase... Read More
Listen to insights from our market specialists