We are proud to announce that as of today, TPC Wealth Management Ltd. is registered as a Portfolio Manager and is ready to serve as your trusted portfolio advisor. TPC Wealth Management Ltd. operates as an independent subsidiary of TPC Financial Group Ltd., and we are thrilled to introduce you to this new dimension of our services.
What does this mean for you?
Alignment of Strategies: TPC Wealth Management’s investment strategy is closely aligned with our holistic financial planning approach. This alignment ensures that your investments seamlessly integrate with your overall financial plan, enabling us to work together towards your financial goals effectively.
Integration: TPC Financial and TPC Wealth Management take a planning-first approach to ensure clients are maximizing their returns within the market while finding efficiencies and savings amongst their broader financial structure. Clients who engage both firms will benefit from a single fee that covers both investment management and comprehensive financial planning.
Convenience Stay connected with ease by visiting their new website at www.tpcwealth.ca. For existing investment clients, simply click the login link at the top of the TPC Wealth site to access your client portal and view your accounts.
Continued Accessibility: Your dedicated investment team at TPC Wealth Management remains readily accessible by phone at 250-385-0099. Additionally, you will receive an email from your advisor today, containing their new @tpcwealth.ca email address for your convenience.
If you have any questions or would like to learn more about the benefits of working with our investment partners at TPC Wealth Management, we encourage you to reach out to your TPC Financial advisor. They are here to guide you, provide answers to your queries, and help you make the most of this exciting opportunity.
We are committed to your financial well-being and look forward to embarking on this journey of integrated financial planning and investment management with you. Your trust and partnership are extremely important, and we look forward to continuing our relationship under this exciting new structure.
Adam Neal
President TPC Financial Group