Innovex Financial Services/ IPC Investment Corporation
104 Main St, PO Box 999
KNOWLEDGE * WISDOM * WEALTH
Bev’s passion is to help her clients and their families to live their dreams. “We want to help you to live well, graduate your children from the best universities, have the retirement you want, and perhaps even leave a legacy. We want your life to be the best it can be. We want to help you to build a financial strategy to encompass all of the things that you believe in. Whether that is creating a risk-free portfolio, maximizing growth potential, or investing in an environmentally responsible fashion – your dream is what we will support you in achieving. We want to help you to create, grow and protect your wealth.”
One of Bev’s goals is to encourage clients to learn about and participate in responsible investing. She believes that if investors better understood some of the greater issues and implications of their investment decisions, they would want to ensure that they were investing in a responsible fashion.
As a full service Financial Planner, Bev is a member of the Financial Planners Standards Council and the Responsible Investment Association. Bev has her CFP designation and has been granted SRI [socially responsible investment] certification from the Ethical Funds Company. Bev is licensed to sell mutual funds in the provinces of Ontario and British Columbia and holds an Ontario insurance license.
Serving Trenton, Brighton, Belleville, Cobourg