General Information
Official company information
- Registry ID
-
2631128Registry ID - A unique identifier for this business
- Company Age
- 7 years
- Registration Date
-
- Registered Address
-
2 Gurdwara Rd, Nepean, ON K2E 1A2
- Business Number (BN)
- 759281082
- City
- OTTAWA
- Status Notes
- 2018-04-18
-
N/A
- Phone
About IP FINANCIAL PLANNING INC.
Company profile and description
IP Private Wealth creates a holistic wealth management strategy focused on your goals. They offer a comprehensive integrated wealth management process, called IP 360TM. The process involves a discovery phase to understand the client's goals, and then considers corporate, tax, investment, and estate planning strategies. Their approach involves coordinated advice and synchronized investment strategies. They provide a one-stop shop for their clients, with a network of professionals to provide solutions.
Category
Business category and classification details
- Primary Category
- Business & Finance
- Description
- Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.
Additional Information
Detailed company information and status
- Version
- 1762887042072576133
- Hierarchy
- parent
- Entity Type
- ONTARIO BUSINESS CORP.
- Display Date
- 2018-04-18
- Jurisdiction
- ON
- Business Number
- 759281082
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 2 total contacts
| Name & Position | Contact Number | Fax Number | |
|---|---|---|---|
|
A
Adrian Muncaciu
Associate Private Wealth Advisor
|
-
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|
D
David Bourada
Senior Private Wealth Advisor
|
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-
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In the News
Recent media coverage and press mentions
No recent media coverage
No recent news articles found for IP FINANCIAL PLANNING INC.
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