IP Private Wealth corporate office is located in 2 Gurdwara Rd Suite 510, Ottawa, Ontario, K2E 1A2, Canada and has 11-50 employees.
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Departments
Number of employees
Finance
7
Sales
2
C-Suite
1
| Location | People at location |
| North America | 1-10 |
Explore people who held key positions, contributed to IP Private Wealth's success, and advanced their careers.
Private Wealth Advisor... at Polaris Financial
Worked as Wealth Management Advisor & Private Wealth Adv...
at IP Private Wealth (2017-2025)
Senior Financial, Weal... at Wealthsimple
Worked as Financial Planning Associate
at IP Private Wealth (2020-2024)
Customer Service Assoc... at Lifelong Financial Sol...
Worked as Client Services Administrator
at IP Private Wealth (2023-2025)
Value Advisory Senior ... at Deloitte
Worked as Investment Data Associate
at IP Private Wealth (2019-2022)
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IP Private Wealth specializes in providing coordinated financial advice and synchronized investment strategies tailored for high net worth clients. With over 30 years of experience, their team focuses on understanding clients' unique goals and concerns to create personalized financial solutions. They emphasize a holistic approach, ensuring that all... Read More