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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Family talking to a advisor on a coffeee

5 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
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The Importance of Estate Planning What, why, who, and how explained

11 June, 2021

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind
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Protecting Your Children From ‘Affluenza'

31 May, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi
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Why should you choose us?

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Meet the team

Forest City Wealth

 Paul Edmiston IPC Securities Corporation with David Lamb, Miranda Hindley, Charles Maaskant,Scott Douglas, David Wright, Sarah Lock of IPC Investment Corporation.

Meet the Team

 

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Market Monitor

Listen to insights from our market specialists  

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Forest City Wealth 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.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

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.

Knowledgable
Knowledgeable

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.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

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