CORE Partners Group - IPC Securities Corporation

CORE Partners Group - IPC Securities Corporation We have a team of professionals to counsel you on all matters related to your business and personal Offices located in Owen Sound and Port Elgin, ON.

We believe that business owners and families today are looking for an Advisor who can manage their wealth and help them maximize opportunity. We also believe that because you take risks every day, it is critical that you minimize risk with your investment assets. Our firm has spent over 20 years designing wealth management programs to help clients capitalize on the benefits of business ownership w

hile protecting their loved ones. We have a team of professionals – both on-site and off – to counsel you on all matters related to your business and personal financial situation, from goal planning and portfolio management to insurance solutions and tax considerations. Running a business and investing for the future takes time and effort. Our clients know they can rely on our team to build and protect capital for the benefit of their families, while also freeing up precious time. By helping you manage wealth and maximize opportunity, we enable you to pursue your real priorities in life. Insurance products available through Erin Leis.

Wishing all of our clients a boo-tiful Halloween!
10/31/2022

Wishing all of our clients a boo-tiful Halloween!

Does market volatility have you too spooked to look at your portfolio? We can be just the pair of eyes you need. If you'...
10/28/2022

Does market volatility have you too spooked to look at your portfolio? We can be just the pair of eyes you need. If you'd like a second glance at your portfolio, retirement plan, or financial plan, we're here to help.

By reframing—and reclaiming—aging, we can look at the process of growing older as a wonderful and important component of...
10/27/2022

By reframing—and reclaiming—aging, we can look at the process of growing older as a wonderful and important component of life.

We're here to help equip you with the financial tools necessary to live your happiest, healthiest, and most fulfilled life, at every age!

If you set out on a journey without a map, you’ll arrive somewhere, but perhaps not where you expected. Going through li...
10/26/2022

If you set out on a journey without a map, you’ll arrive somewhere, but perhaps not where you expected.

Going through life without a financial plan could have the same consequences. We're here if you need some direction.

Is the market throwing curves at your investment strategy? How do you navigate them? Here are five best practices for lo...
10/24/2022

Is the market throwing curves at your investment strategy? How do you navigate them?

Here are five best practices for long-term investing that can help you stay the course and avoid costly mistakes.

Over a third of Canadians stepped away from the workforce earlier than they expected. For some, it was a choice; for oth...
10/21/2022

Over a third of Canadians stepped away from the workforce earlier than they expected. For some, it was a choice; for others, external factors forced them into retirement, such as caring for elderly family or developing health issues.

Your exact retirement date could be out of your control, but having a proper financial plan in place will help you prepare for any outcome. Need help getting started? Give us a call today.

If you've recently tied the knot—congrats! We know how excited you must be. We also know that managing your finances wil...
10/20/2022

If you've recently tied the knot—congrats! We know how excited you must be.

We also know that managing your finances will look a little different now that you're legally wed. But good communication, teamwork, and following some of these steps will help you achieve your money goals together.

Starting a business: Check.Successfully operating a business: Checkmate.How do you get from one to the other? With an ex...
10/19/2022

Starting a business: Check.
Successfully operating a business: Checkmate.

How do you get from one to the other? With an excellent strategy. Here are some key plays in a successful business plan.

Your assets are valuable. But your family is priceless. Let us handle the replaceable things while you focus on what mat...
10/18/2022

Your assets are valuable. But your family is priceless. Let us handle the replaceable things while you focus on what matters most.

The reports are in: financial advisors bring value into their clients' lives. Where do you find the most value in your f...
10/14/2022

The reports are in: financial advisors bring value into their clients' lives.

Where do you find the most value in your financial advisor? Through portfolio check-ins? Or perhaps as an emotional sounding board? Let us know in the comments.

https://bit.ly/3rnVdeZ

Shred some stress this season by decluttering your financial documents! While some business documents are required to be...
10/12/2022

Shred some stress this season by decluttering your financial documents! While some business documents are required to be properly disposed of, others—like digitized documents or old bank statements—are just taking up mental and physical space.

Give yourself peace of mind, and some extra cabinet room, by decluttering your paper docs.

As your family gathers in the autumn chill, we hope your harvest is hearty and your hearts warm.Happy Thanksgiving from ...
10/10/2022

As your family gathers in the autumn chill, we hope your harvest is hearty and your hearts warm.

Happy Thanksgiving from our family to yours.

Address

101-1156 2nd Avenue East
Owen Sound, ON
N4K2H9

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15193760095

Website

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