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Don't just chase your dreams
Choose to work with The Percy Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Financial Advisor
Licensed Assistant
8 November, 2024
High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your o Read more
21 August, 2024
Over the past few years, investors had plenty of reasons to pause on putting their money into the markets. Ultimately, those who stayed invested in the markets throu Read more
7 August, 2024
Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent Read more
Price is what you pay. Value is what you get. - Warren Buffett
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