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| Our Mission | |
|
Our
mission is "to
assist our clients achieve and maintain financial
independence as they pursue their life goals"
We
accomplish this mission by advising our clients in Risk
Management, short and long term; Wealth
accumulation and by planning the Preservation
and eventual distribution
of Assets Our
action plans include:
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IPB Inc. is a father – son team with over 30 years of combined experience in the Financial Security Planning field. We bring a great deal of knowledge and creativity to a partnership already established with our clients and their other advisors.
Both John and Jeffrey are members in good standing with the Financial Advisors Association of Canada (Advocis). They have also both passed their Investment Funds Institute of Canada (IFIC) Mutual Funds Courses.
Jeffrey is an Alumnus of Mount Allison University and is currently studying for his Certified Financial Planner (CFP) and Chartered Financial Consultant (CH.F.C.) designations.
Both John and Jeffrey are active in community events in Moncton. They are both active members of Rotary International and have volunteered for a number of charities in the region. Jeffrey is currently involved as a coach and official for High School and Middle School athletes.