Amber Lundin

Financial Planner
IP Private Wealth

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Family office offering integrated wealth solutions, our financial planning process is robust, comprehensive, and pragmatic. We believe in crafting a financial roadmap that is sustainable, allowing for life’s twists and turns.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Ontario