Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

Praise is best heard in the third person

Through consistent, thoughtful and sound financial guidance Paulina and Chris ensured we reached our financial goals and an early retirement. They regularly contact us to provide further insight on our portfolio and have always been there to provide guidance on any matter great or small. We highly recommend them to ensure that you accomplish your financial goals! - Andy and Lisa

Praise is best heard in the third person

“I have grown my portfolio with the Hadjiyianni Financial from the time I was able to save a few hundred dollars a month to the time I retired. It is due to their dedication, knowledge and vigilance that I have trusted them to look after my money interest for so many years. Trust = Peace of mind” - Alicia

Praise is best heard in the third person

We have been clients over 30 years and highly recommend Chris and Paulina. Their personal attention to our specific needs has guided us to strong financial health. Anything that can affect your financial well being now and for the future, Chris and Paulina have made sure we are securely covered. Top notch financial planners! - Marg and Pete

Praise is best heard in the third person

I have been with the Hadjiyianni group since 2002, and since then have seen a substantial growth of my investment from a nest egg to a considerable portfolio. I know I can count on them for sensible and wise investment management in accordance with my investment objectives - Charles

Praise is best heard in the third person

We have been with IPC since 2015 after a friend recommended Chris and Paulina to us. They are wonderful to deal with and immediately made us feel like we could comfortably trust them with our finances. They guided us through our retirement process, and in fact, we are so happy with them that two of our sons now invest with them also. Chris, Paulina, and their team are making sound investment choices to grow our portfolio and we feel we made an excellent choice investing with IPC -Dean

Experience Excellence

Dedicated to your success

Our Team

75 Years of Experience

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

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