|Michael Kelly, CIM®, FCSI® |
Regional Vice President
IPC Private Wealth
As Regional Vice President for IPC Private Wealth, Michael works with IPC’s Advisors to create customized investment strategies for their high net worth clients. In this capacity, Michael analyzes a client’s current investment plan relative to their overall investment opportunities, assesses their risk profile and recommends investment solutions that aim to target their specific goals and objectives. To manage client portfolios, Michael works closely with the IPC Private Wealth Team and the independent investment specialists who provide on-going advice for the Program.
Prior to joining IPC, Michael held positions in advisory, consultancy and branch management functions at major bank-owned firms. He has over 18 years of experience in the financial services industry.
Michael has a Bachelor of Arts from the Athabasca University, and he holds designations as a Canadian Investment Manager (CIM)® and Fellow of Canadian Securities Institute (FCSI)®.
IPC Private Wealth is a division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund.