Don't just chase your dreams

Let us help you plot a path!

Choose to work with Colin Corner, BA(Econ), CIM®, CFP® 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!

Colin Corner, BA(Econ), CIM®, CFP®

Wealth Advisor, Associate Portfolio Manager

Our Team

I am pleased to be included

Congratulations to you and your team for the work you have put into the Personal Wealth Management Strategy. I am pleased to be included and feel very confident that your Portfolio Management System will work for me personally. Knowing that my portfolio is highly structured with automatic reallocation targets gives me confidence that action will be taken to address changing financial markets based on my unique needs. - Peter R., Hamilton, Ontario

We have come to know Colin Corner as a personable and professional

We have come to know Colin Corner as a personable and professional advisor and it’s an honour to recommend him and his team. After recently retiring, our primary concern is ensuring both our assets and incomes are protected, while minimizing taxes and keeping our affairs well-organized. Colin takes the time to explain complex issues and their Personal Wealth Management System provides a common-sense process for addressing all aspects of our financial planning. - Jack & Claudette W., Tavistock, Ontario

He has an open and friendly approach

Colin Corner and his team provide our insurance company with a highly-organized and effective portfolio management system. Colin’s professional background and knowledge of investment governance and regulatory issues make him a valuable resource for corporate clients like us. He has an open and friendly approach that is appreciated by our Investment Committee and Board of Directors. - Kenneth P. CEO, Brantford, Ontario

Experienced general insurance agent with over 30 years’

As an experienced general insurance agent with over 30 years’ experience, I have an appreciation for reliable and professional service. Colin and his team are highly organized and bring a number of skills to the table. In our case, Colin worked closely with me and my wife to organize our retirement plan and to establish attainable goals. Their Portfolio Management System provides peace of mind that we have a carefully-constructed portfolio with regular progress reports. - Ronald B., Brantford, Ontario

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Dream | Plan | Achieve

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Colin Corner, BA(Econ), CIM®, CFP®

Why should you choose us?

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