What does the future look like?

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Scott Penney, PFP®, QAFP™

FPSC Level 1® Certificant in Financial Planning

Wealth Advisor

scott.penney@ipcc.ca

Scott is in the business of providing quality investment, insurance and financial planning advice for Canadians. He prides himself on his ability to investigate unique solutions to financial challenges and implement plans that will enhance the personal wealth and financial well-being of all his clients.
Part of this investigation is called the Portfolio Management Review. During this process he will update your tolerance for risk and analyze the appropriateness of your investments as to how they relate to your goals and objectives. This tailor made approach provides clients with peace of mind that they are on course to reach their goals.
Insurance products available through Scott Penney.
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Steve Penney

Wealth Advisor

steve.penney@ipcc.ca

Steve takes pride in providing full service financial planning, tailored to the needs and dreams of the individual client. Part of his balanced approach is managing risk in a portfolio to ensure that each client is on course to live their dreams with confidence and peace of mind.
Insurance products available through Steven Penney.
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