IPC Securities Corporation - Paolo Sabatini

Información generál

Strategies incorporate the use of Stocks, Bonds, ETF's and Mutual Funds

These investments can be purchased in multiple accounts including:
RRSP's (also spousal RRSP's) - Registered Retirement Savings Plan
TFSA - Tax Free Savings Account
RDSP - Registered Disability Savings Plan
RESP - Registered Education Savings Plan
Corporate and Non-Registered accounts as well

Learn which account you should be using depending on your situation and why that is!

BACKGROUND:

At a very young age Paolo Sabatini learned the power and importance of money management. Growing up with two critically ill parents has allowed him to respect the balance between enjoying life today, but still preparing for tomorrow. He prides himself on keeping his approach transparent and understandable. He tailors his Written Financial Plan to each individual, working shoulder to shoulder, throughout their various stages of life.

In addition to holding a degree from McMaster University, Paolo has completed the Canadian Securities Course and the Wealth Management Essentials Course through the Canadian Securities Institute. His training allows him to provide comprehensive, integrated investment advice. He provides a holistic look at wealth management and covers two key pillars: financial planning and investment management. Paolo is also life licenced, enabling him to match clients with the proper Life, Disability and Critical illness insurance. This allows him to foster his belief in being proactive rather than reactive.

During his down time, Paolo and his wife, April, take pleasure in travelling the world. Other interests include camping, fishing and spending plenty of time with family and friends.