Bridges are essential when you are trying to get somewhere, since you'll be using at least one. We can be every bridge you need to get you to all the places you want to go; from buying a 1st home, saving for your kids (or grandkids education), retiring and passing on money (to name just a few).

Email or call us to get the conversation started on how we can help you. Join the hundreds of well looked after, families and individuals who have….

JEN@IPCSECURITIES.COM

604-541-2690

Do you need help with:

Too much to do and too little time?

I feel like I don’t have enough time to look at all parts of my finances. I need a Financial Advisor to pull it all together

Home & A Mortgage?

Do you own a home and have mortgage payments? Between us as your Financial Advisor and the mortgage specialist on our team, we’ll get the best for you.

Education Funding?

Do you have kids or grandkids? We’ll put make sure you have plenty of money to get them through University, into a trade, or any path that may need specialty training.

Save Every Tax Dollar Possible?

Need to squeeze more dollars out of your income? We love the challenge of that. Income tax is probably the biggest area we can help.

Retirement Planning?

We’re guessing you don’t want have to work forever. We’ll be able to say exactly when you won’t have to work and how much income you’ll be getting. We have lots of stories (and can show you) how we have done this.

Something Else You Need Help With

Tell us what financial piece of your life you want us to look at and we’ll put something in place. If we can’t, we’ll guide you to someone who can.

If the answer is yes, we can help - see below!

Our team can help you!

We are deeply committed to dealing with you for the long term. We want and strive to be excellent at what we do for you and your family and feel a strong sense of obligation to see things through. If you feel anxious, I know we’ll feel that ourselves. It may sound creepy but we may be thinking of you at very odd hours of the day. If you are fully reliant on us as your Financial Advisory Team, we’ll feel and will bear that weight fully. We want to be able to look back many years from now with great satisfaction and fulfillment, on what we have accomplished, together.

Do you need help with:

Financial Planning

Portfolio Management

Investment Consulting

Lifestyle Protection

Mortgage / Debt Advice

Home Purchase Financing

Post Secondary Education Funding

Retirement Planning

Estate Tax Minimization

Home Downsizing

Pension Consulting

Family Gifting

Charitable Giving

Multi-Generational Wealth Transfer

Reviews

Our family have used Carey and his team in our financial planning for many years. Carey’s experience, expertise and professionalism is always evident. Our investments have shown strong and consistent growth over the years. We are very satisfied and highly recommend.

My wife and I have entrusted this firm with our financial planning for over ten years and are very satisfied. Carey’s experience, expertise and dedication to his clients come through in every interaction. We have seen solid results on our portfolios over the years and are thankful to be working with them.

Carey is an effective financial planner who manages his clients’ investments as if they were his own. He has mapped out my financial future and provided me with the financial security I am looking for. He treats everyone with kindness and respect, regardless of how much or how little you have to invest. I would highly recommend Carey Vandenberg for anyone looking for a financial planner. His office manager, Cheryl, is thorough and thoughtful, making for a fantastic financial planning team. I would highly recommend Carey Vandenberg for

We have been using Carey as our financial planner almost 30 years and we have our complete trust in him. We have recommended many family and friends to use him as well. Carey is very honest and extremely easy to talk to and he is able to explain things to you in a straightforward way so you can make educated decisions. Carey looks after our investments, RRSP’s, TFSA’s, life insurance and he gives us a lot of guidance with our tax returns and planning for our future. I highly recommend Carey Vandenberg and his team to anyone.