Services - ECC Group


The following is a summary of the ECC Group’s advisory services, all designed to help you and your family achieve your financial goals and obtain financial security and peace of mind.

Financial Planning Services

  • Budgeting/Cash Management
  • Use of Credit
  • Estate Planning
  • Income Splitting
  • Inter-Generational Planning
  • Pension Planning
  • Retirement Income Planning
  • Tax Planning
  • Tax Returns
  • Insurance Options
  • Life and Health Insurance
  • Wills/Power of Attorney

Special Situations

  • Job Termination / Severance Package
  • Charitable Giving
  • Inheritance
  • Loss of Spouse
  • Sale or Purchase of Real Estate
  • Retirement
  • Windfall Gain
  • Separation/divorce
  • Negotiating Employment Packages

Investment Planning

  • Asset allocation, advisory & implementation service for:
  • LIRAs
  • RRSPs
  • TFSAs
  • RRIFs
  • RESPs
  • GICs
  • Annuities
  • Segregated Funds
  • Individualized Portfolios

Disclaimer “Mutual Funds available through IPC Investment Corporation”

The process

One of our goals is to develop a long-term relationship with our clients. Consequently, we monitor our recommendations and investment suggestions and keep in contact on a regular, ongoing basis. All clients receive our quarterly ‘Personal Financial Advisor’ newsletter which includes articles on investments, taxes, estate planning and other financial matters.

How We Get Paid?

We charge fees for our advice. If you choose to have us implement your investments, we are normally paid by the financial institutions to whom we direct the money . However, if desired, we can receive no commissions and alternatively charge a fee for our work.

Adding value

  • We provide superior, objective and professional financial and investment advice to individuals. We act with the highest integrity in the best interest of our clients, placing their interests above our own.
  • We make every effort to provide objective, impartial and complete information to our clients regarding their financial needs and realistic advice about their various options, describing the negative as well as the positive aspects of any recommendation.
  • We aspire to meet or surpass client expectation levels, assist them in reaching their financial objectives and make a positive difference in their lives.
  • We provide superior implementation, monitoring and administrative services on an on-going basis.
  • We provide on-going education on investments and finance through newsletters, reports and one-on-one discussions.
  • We maintain contact with you on a timely basis, helping you reach your financial objectives; an ECC advisor/manager is always available to assist you with your investment concerns.
  • We continually upgrade our knowledge in all areas of personal finance and specifically investments, investment managers, trends, styles and theories. We also talk with the managers in order to provide you with the best possible advice.
  • We provide on-going financial advice and assist you with both your investments and all areas of personal finance. This includes, but is not limited to, specific events such as: taxes, sale of your business or home, loss of job, retirement planning, international transfers, inheritance, loss of spouse, marriage breakdown or negotiating a new job.
  • We strive in building long-term relationships with our clients. We treat all individuals with fairness, dignity and respect.

Our Clients

Our clients are diverse individuals who share in common a strong desire to improve and optimize their financial assets and who require specific advice to help manage and advance these interests. ECC’s clients include: executives, professionals, entrepreneurs, managers; people seeking advice as a result of sale of a home, an inheritance, loss of job, loss of spouse, international transfer, general investment advice, and as they reach retirement or experience big changes in their lives. We have many clients who require ongoing advice and counsel. Relationship building is very important to ECC – we value all of our clients and many of our clients have been with us for 25-30 years.