IPG Ottawa Central is one of the largest IPG offices in Canada with a complement of 8 advisors and 5 administrative staff. The combination of two previous Money Concepts offices, IPG Ottawa Central has been providing excellent financial planning services for 15 years.

We have clients in Ontario, Quebec, Nova Scotia, Saskatchewan, Manitoba, Alberta and BC.

Like a road map or compass, a financial plan will give you the direction and guidance to help you achieve your financial goals.

Now is the time to begin. Independent Planning Group is providing expert financial and estate planning to more and more Canadians, making it easier for them to plan a secure future.

We provide financial and estate planning, group benefit plans, mutual funds, segregated funds, GICs, life/disability/travel/critical illness/long-term care insurance and more! Insurance products and services are offered through IPG Insurance Inc.

Whatever your stage of life, we can help you identify your lifestyle/financial goals and help you achieve them.

We believe it takes three components to successfully manage your financial life: Time, Knowledge and/or Desire.

• We listen to your needs and concerns.
• We help you to define your financial dreams - making them goals.
• When we have a complete understanding of your financial circumstances, we develop a detailed financial plan. We will call upon other professional advisors such as tax accountants and lawyers, when necessary.
• We consider tax, estate and insurance needs, investment strategies, education funding and retirement income projections.
• Our investment philosophy is essentially conservative in nature. We do, however, consider your individual risk profile when evaluating your investment portfolio.