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

Francisco Fonseca

CFP, CIM, FCSI, CSWP
Financial Advisor

Whatever your goals are,we take the time to understand what you would like to accomplish with your wealth and legacy. We will help you manage your investments, plan for your r...

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Francisco Fonseca

CFP, CIM, FCSI, CSWP
Financial Advisor

Whatever your goals are,we take the time to understand what you would like to accomplish with your wealth and legacy. We will help you manage your investments, plan for your retirement and legacy and protect your financial future.

 

Francisco began his financial services career in 1987 and has been a Financial Advisor since 1995. He provides his clients with customized and comprehensive financial solutions and services to meet their unique goals and objectives.

 

He has devoted a great time on education and continuing education, he obtained his Certified Financial Planner (CFP) in 1998, his Canadian Investment Manager (CIM) in 1998 and has been a Fellow of the Canadian Securities Institute (FCSI) since 2005.

 

Francisco lives in Mississauga, enjoys spending his free time reading, entertaining and travel and loves golf.

Our Consultants

 

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.