Client Testimonials

"For the past ten years, I have relied on the services of Wendy Steinberg, a Financial Planner with IPC Investment Corporation. During this period of dramatic fluctuations in the financial arena, I have always been satisfied and secure that she is providing me with the best possible advice and management. There has never been any pressure to undertake overly risky adventures or to invest anywhere that I did not feel entirely comfortable.

"After the horrific downturn in late 2008, Wendy's calm and thoughtful approach ensured that my investments returned to their original levels and have continued to advance well beyond where they were at that time. Our consultation times are always at my convenience - sometimes a meeting at my home if requested - and frequently with quick e-mails to the office that are answered and dealt with almost immediately." - Marian Springer

"Wendy takes a genuine interest in my financial health, and goes over the options and strategies with me with an informative and pressure-free approach to planning the future. Her expertise and diligence give me confidence that my money is going to work for me." - Andrew Walsh

"I would endorse Wendy any time. She has taken good care of me and helped me on my path to retirement and kept me on track financially these seven years into retirement. I always feel she has my best interests at heart. We've had a long and positive relationship." - Ruth Desjardine

"The advice and counsel that we have received from our Financial Advisor Ms. Wendy Steinberg has been invaluable to us and as a result we have built a very sound investment portfolio due to her wisdom and sound advice.

Prior to our retirement Wendy explained, in laymens terms, what options were open to us and what investments would be most advantageous to us. Consequently our portfolio did very well indeed.

As we approached retirement Wendy again guided us in what was perhaps one would call a truly confusing time. She explained to us in full what the Government and Law requirements were and how they would affect us and our portfolio. When we reached that magical age everything was in place. She had been a God send and a true friend.

While Wendy is very professional, it is her friendly manner and excellent service orientation that has most impressed us. We would gladly recommend Wendy as Financial Advisor to anyone. In fact we have done so with other members of our family." - Margaret & William McRobb

"On behalf of the York Region District School Board, EA Conference Planning Committee and CUPE 1734, we would like to express our deep appreciation for the leadership you have provided in your role as presenter for the EA Conference Passages: Embracing Change and Achieving Balance on January 30th 2009 Professional Activity Day. Your strong leadership skills are demonstrated by creating and working collaboratively to respond to the professional needs of our Educational Assistants.

This day has allowed our EAs the unique opportunity to connect with their colleagues, to discuss current issues, exchange information and embrace our changing lives. In light of this year’s theme of embracing change and achieving balance, a donation on your behalf has been made to the Canadian Mental Health Association,-York Region Youth Wellness Program. This initiative delivers presentations to schools throughout the region on mental health issues of bullying, stress management and suicide prevention.

We are extremely proud of the professionalism that you demonstrate in your role as presenter and thank you for your dedication and commitment that strongly contributed to the success of the January 30th EA Conference." - Janet Porter

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.