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Privacy Policy - Independent Planning Group
http://www.valentifinancial.com/indexc11b.html?page=165
What's in your Toolkit? Well take a look at what you're missing! This is a working document and policies are subject to change without notice. Ten interrelated principles form the basis of IPG’s Privacy Policy:. IPG is responsible for personal information under its control and shall designate an individual or individuals who are accountable for compliance with privacy principles. 5 Limiting Use, Disclosure and Retention. Personal information shall be protected by security safeguards appropriate to the se...
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IPG Retirement Planning Services -- strategies for peace of mind and prosperity - Independent Planning Group
http://www.valentifinancial.com/indexd48f.html?page=135
Estate and Succession Planning. What's in your Toolkit? Well take a look at what you're missing! Retirement is both a major financial goal and a significant life achievement. 49% of Canadians have said they hope to retire before the age of 60*, but making it happen requires considerable forethought and commitment. We can help you get there. Whether you are just starting to think about it, or have already established a Retirement Savings Plan, it’s never too late or too early to begin saving. Take any mea...
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IPG Virtual Office – Effective CRM, compliance and risk-tolerance solutions - Independent Planning Group
http://www.valentifinancial.com/index1ef1.html?page=155
When you join IPG. What's in your Toolkit? Well take a look at what you're missing! We understand the need for effective technology solutions. The IPG Virtual Office is a proprietary internet-based client relationship management software system that interfaces with our Winfund database. It combines the functionality of a host of software programs to deliver back-office, contact management, compliance and portfolio analysis tools. An efficient, effective solution. Rapidly updating KYC information. All cli...
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Questionnaire - Independent Planning Group
http://www.valentifinancial.com/indexa072.html?page=167
What's in your Toolkit? Well take a look at what you're missing! Why does IPG have a roster that includes the top financial planning professionals in Canada? Each year, we turn away approximately 40% of the candidates that we interview. Each new candidate goes through an exhaustive selection process before they can become an IPG associate. If you can answer No to the following questions, we’d like to hear from you:. Have you ever had a license revoked or suspended? Phone: 1 800 565-9219 ext: 300.
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Financial advisors at IPG – Choose your own level of independence - Independent Planning Group
http://www.valentifinancial.com/index901a.html?page=142
What's in your Toolkit? Well take a look at what you're missing! Opportunities for Advisors at IPG. We want our advisors to become a part of IPG on their own terms. That’s why we offer you choice in business approaches and flexibility in compensation models. Whether you’re considering a new career in financial planning, an established financial advisor or looking for partnership opportunities with an established advisor, we’ll provide the level of support that is right for you.
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Confidentialité - Independent Planning Group
http://www.valentifinancial.com/index233e.html?page=166
What's in your Toolkit? Well take a look at what you're missing! La présente politique est énoncée dans un document de travail; les principes qui y sont définis peuvent être modifiés sans préavis. Voici dix principes interdépendants qui sous-tendent la politique relative à la protection des renseignements personnels du GIP :. 2 Objet de la collecte des renseignements. Les fins auxquelles des renseignements personnels sont recueillis auprès de tous les clients seront précisées avant ou pendant la collecte.
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Contact Us - Independent Planning Group
http://www.valentifinancial.com/index1c79.html?page=163
What's in your Toolkit? Well take a look at what you're missing! We’re Here to Help. Toll Free: 1 800 565-9219. For more information on our products and services:. Phone: 1 800 565-9219. For more information on joining the IPG team of advisors, please contact:. Allan Bulloch, President IPG Insurance. Phone: 1 800 565-9219 ext:300. Julia Chapman, Business Development and Recruitment Manager. Phone: 1 800 565-9219 ext:228. Vince Valenti, President IPG. Phone: 1 800 565-9219 ext:226.
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IPG Financial Planning – Investment, tax planning and insurance services - Independent Planning Group
http://www.valentifinancial.com/index2509.html?page=133
Estate and Succession Planning. What's in your Toolkit? Well take a look at what you're missing! The goal of IPG’s comprehensive financial planning is to optimize every aspect of a client’s total financial picture. We start with asset and cash flow analysis to identify where you are at now, implement investment and wealth protection strategies to maximize future holdings, and re-evaluate at every stage of the process to account for new financial products, evolving markets and tax issues. Provide regular ...
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IPG Insurance – One of Canada’s premier Managing General Agents - Independent Planning Group
http://www.valentifinancial.com/index3d6c.html?page=141
What's in your Toolkit? Well take a look at what you're missing! As an IPG advisor, you will have access to the Specialists of IPG Insurance Inc. one of Canada’s premier Managing General Agents without sharing your commissions. Our in-house team will help you deliver comprehensive, personalized insurance solutions from a select group of distribution companies to meet even the most complex client needs. The support you need. Other resources you will have access to include:. LifeGuide online quote system.
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About IPG – Personal approach to financial services, planning and advice - Independent Planning Group
http://www.valentifinancial.com/index1272.html?page=about-ipg&hl=en_US
What's in your Toolkit? Well take a look at what you're missing! As an independent company, we offer our clients a level of personal service that most financial institutions simply cannot match. We believe creating a truly effective financial plan requires an understanding of not only your finances, but also what you want out of life. Only then can we develop customized strategies to match your specific needs and deliver comprehensive financial planning services to fully achieve your goals.
