Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Rick David

Investment Advisor

The “Long and Short of It”... Today’s financial markets are more connected than ever before and with the rise of high speed technology, the world literally never sleeps as bus...

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Rick David

Investment Advisor

The “Long and Short of It”...

Today’s financial markets are more connected than ever before and with the rise of high speed technology, the world literally never sleeps as business transactions occur around the globe 24/7. Looking at business news can often leave you with questions about the daily fluctuations in markets and more importunately, what that means for your investments. It just makes good sense to retain professional advice.

When I meet clients for the first time, I hear many similar concerns. I start by working with you to discuss and define you specific financial goals and needs. Often people wonder “Is it safe?” or “Will this work for me?” They question, “How much it will cost?” Knowing many clients have shared these anxieties, we create a financial plan that allocates capital, reduces risk and it inexpensive to operate.

Your goals and needs become the foundation of our plan, the framework consists of investment and insurance portfolios. Pre-established standards will measure the performance of the investment plan. The day-to-day maintenance keeps everything on track. The finished product will consist of solutions that will help you to achieve your goals of today and tomorrow. My clients find this method easy to understand, are comfortable with the mechanics of it and are secure in its structure.

 

Insurance products available through Richard David.

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Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.