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Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.

Meet Our Team

Tom Weichel, CLU

Investment Advisor

James Bisson, CFP®, EPC

Associate Advisor


28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.

Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.

5 February, 2018

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs.

5 February, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.



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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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Our Locations

Peterborough Office

565 Water Street 
Peterborough, ON K9H 3M7
Email: debra.weichel@ipcsecurities.com


Cobourg Office

245 Division Street
Cobourg, ON K9A 3P9
Phone: 905-377-9592
E-mail: jane.clarke@ipcsecurities.com




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