Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Claudio Lisi

Financial Advisor

The financial world can be very complex and intimidating. Claudio is a reliable and competent financial consultant working with your best interests in mind. Claudio had been i...

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Claudio Lisi

Financial Advisor

The financial world can be very complex and intimidating. Claudio is a reliable and competent financial consultant working with your best interests in mind.

Claudio had been in the financial services business since 1989. He forms a long-term partnership with each client made up of trust and integrity to establish financial goals and ensure that all components are incorporated into an overall financial plan.

Your financial success is achieved with the implementation of a comprehensive financial plan. This would include the components to financial planning: Portfolio Planning, Tax Planning, Retirement and Estate Planning.

Client portfolios are reviewed regularly to ensure consistency with their financial plan. When necessary, they are modified and adjusted.

 

Insurance products available through Claudio Lisi.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.