Disclaimer, Privacy and Terms of Use

IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license by IPC Wealth Inc.

The use of email is not a secure medium and personal information should be transmitted by more secure means.

Insurance products, including segregated fund policies, are offered through Secura Financial Group Inc., and Financial Advisors Jeff Hancock, Patrick Murphy, Andrew Gibson, Shelley MacIntyre, Kevin Rebelo, Chas Murphy, Brock Higgs, Jeff Kaufmann, Stacey Dustin, and Tonia Donaldson offer mutual funds through IPC Wealth Inc. IPC Wealth Inc. is a member of CIRO and the Canadian Investor Protection Fund.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

For the IPC Wealth privacy policy, click here.

Jeff Hancock is life insurance licenced in Alberta, British Columbia and Ontario and can offer mutual funds in the provinces of Alberta, British Columbia and Ontario. Patrick Murphy is life insurance licenced in Alberta and Ontario and can offer mutual funds in the provinces of Alberta and Ontario. Chas Murphy is life insurance licenced in Nova Scotia and Ontario and can offer mutual funds in the provinces of Nova Scotia and Ontario. Brock Higgs is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Andrew Gibson is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Shelley MacIntyre is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Kevin Rebelo is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Jeff Kaufmann is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Stacey Dustin is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario. Tonia Donaldson is life insurance licenced in Ontario and can offer mutual funds in the province of Ontario.

Our Privacy and Commitment to Protecting Your Information

We value your business and appreciate your confidence in choosing us as your source of advice and services. As our client, you trust us with your personal information. We respect that trust and are committed to protecting the information you share with us in the course of doing business.

Your Rights Regarding Personal Information

  • You have the right to know why your personal information is collected, used, or disclosed.
  • You have the right to expect your information to be handled responsibly and used only for the purposes to which you consent.
  • You have the right to know who is responsible for protecting your information.
  • You have the right to expect your information to be protected from unauthorized access or disclosure.
  • You have the right to review the information we hold about you and request corrections to ensure accuracy and completeness.
  • You have the right to request that your information be destroyed when it is no longer required for its original purpose.
  • You have the right to seek information about how your information is managed, including raising concerns with the Privacy Commissioner of Canada if necessary.

How We Collect, Use, and Disclose Your Information

When you engage our services, you share personal information so that we can provide products and services that best meet your needs. We assume your consent allows us to use this information appropriately. Your information may be used or disclosed in order to:

  • Assess your application for financial, insurance, or related services.
  • Evaluate claims and underwriting risks where applicable.
  • Detect and prevent fraud.
  • Analyze business results.
  • Comply with legal and regulatory requirements.

Protecting Your Personal Information

All employees, advisors, and service providers with access to client information are required to keep it secure and confidential, and to use it only for the purpose intended. We have implemented safeguards—both physical and technological—to protect your information from unauthorized access or misuse.

Website Terms of Use

By accessing and using this website, you agree to the following terms of use. These terms apply to all content, products, and services available through this website.

1. Responsibility of Contributors

If you contribute content (text, images, graphics, etc.) to this website, you accept full responsibility for it and any consequences of its use. Content must not:

  • Infringe on third-party rights.
  • Contain viruses or harmful code.
  • Constitute spam or unsolicited commercial content.
  • Contain offensive or unlawful material.

2. Responsibility of Visitors

Visitors are responsible for taking precautions when reviewing, using, or downloading material from this site. While efforts are made to ensure accuracy, not all material can be fully reviewed. We disclaim responsibility for any harm or loss arising from the use of this website or its content.

3. Content on External Websites

Links to external websites are provided for convenience only. We do not review or endorse these sites and disclaim responsibility for any harm or loss resulting from their use.

4. Copyright Infringement

We respect intellectual property rights and expect visitors to do the same. If you believe content on this website infringes copyright, please contact us so appropriate action can be taken. Visitors repeatedly violating copyrights may be denied access.

5. Intellectual Property

Use of this website does not grant permission to reproduce or use any trademarks, service marks, graphics, or logos displayed on the site without prior authorization.

6. Termination

We reserve the right to terminate or restrict access to any part of this website at any time, with or without notice.

7. Disclaimer of Warranties

We make no guarantees that website content will be error-free or that access will be uninterrupted. Use of the site and its content is at your own discretion and risk.

8. Limitation of Liability

We will not be held liable under any legal theory for damages, costs, or losses arising from use of this website.

9. General Representation

By using this website, you agree to comply with these terms, our privacy policy, and all applicable laws and regulations.

10. Indemnification

You agree to indemnify and hold harmless the website operator, its staff, and affiliates against any claims, losses, or expenses (including legal fees) resulting from your use of this website or your violation of these terms.

11. Miscellaneous

These terms may be updated or modified at any time. If any part of these terms is found invalid, the remaining provisions will continue in full effect, reflecting the original intent of the parties.