Bill Brewer - Brian Eckhardt - Financial Advisor Team

Bill Brewer - Brian Eckhardt - Financial Advisor Team A financial advisor team in St. Catharines, Ontario, providing wealth management services to business owners, professionals and their family's.

Our clients benefit from near endless access to best in class investment, insurance and banking solutions. From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. We call it advice, YOUR way. It's all about:

FLEXIBILITY
Juggling schedules and trying to get family together in one place or getting fina

ncial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones. PERSONALIZED ADVICE
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between. ENGAGED RELATIONSHIPS
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice. Follow along by liking this page and visit us at www.ipcgreaterniagara.com.
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Note: Investments provided through IPC Investment Corporation. Insurance products available through Bill Brewer and Brian Eckhardt, in partnership with IPC Estate Services and PPI (a managing general agency).

04/22/2024

In his Q1 update, Rana notes that the financial markets have started 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN), marking the most robust start since 2019. This surge brings us to his topics for discussion: the psychological phenomena’s of FOMO (Fear of Missing Out) an...

04/19/2024

Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.

04/19/2024

Middle-class Canadians will not be immune from the effects of the federal budget’s increase to capital gains taxes, despite the government’s contention that the changes will affect only the country’s wealthiest people.

04/19/2024

The Canada Revenue Agency reports that close to two of three people who filed their taxes already have received a refund, and the average amount is $2,113. That’s enough to do something for your personal finances with lasting benefit.

12/30/2023

We get suckered at the end of every year with stock market predictions. Why do we still listen to these forecasts? And what should individual investors do instead?

10/20/2023

STOP feeling deflated thinking that other people are doing great things that you aren't doing. Most of them are not.

The truth is that most people should be using traditional methods for achieving financial stability. Yes, it’s boring, yes, it takes time and yes, it takes sacrifice and self-discipline, but wealth and financial stability don’t come free and easy.

If you want the REAL secret to wealth accumulation, it starts with this:

1) Spend less than you earn
2) Save
3) Invest

That's it. Now you know!

04/22/2023

Some common errors to avoid when filing your tax return, according to a Canada Revenue Agency spokesperson.

A comfortable retirement isn't unattainable. This is such a HUGE financial decision and life event that so many Canadia...
02/23/2023

A comfortable retirement isn't unattainable. This is such a HUGE financial decision and life event that so many Canadians are neglecting to receive advice about.

Knowledge about saving and investing is lacking, polls show

01/12/2023

A new year brings new rules. Here are some new federal and provincial laws that come into effect in 2023.

01/10/2023

The increase in the TFSA contribution limit to $6,500 in 2023 is much more than an opportunity to put an extra $500 to work.

Address

600 Ontario Street , Unit 7A
Saint Catharines, ON
L2N7H8

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+19056465000

Website

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