Bringing over 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Woodstock Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


The IPC Experience

Concerned about retirement, funding a child’s education, current income needs, or want some help organizing your portfolio? Perhaps you’re seeking advice about a specific estate-planning issue. We provide a complete range of savings, investment and insurance solutions.

Learn more!