IPC Investment Corporation - George Fiotakis
151 Yonge Street, Toronto, ON M5E 1W7, Canada
(10)
151 Yonge Street, Toronto, ON M5E 1W7, Canada
(10)
With over 24 years experience as a financial advisor, I offer my clients a wide array of services and advice ranging from estate planning to investment and portfolio recommendations and tax planning. Furthermore, my expertise in budgeting, insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision.
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10 customer reviews
Heinz Hauch
Financial Advisors
George is a very knowledgeable advisor who has taught me more about investing in a sound financial portfolio then any predecessors I have worked with in the past. His exemplary relationship building skills and friendly demeanor immediately put me at ease and made what are often stressful decisions that much easier. I am confident in his ability to provide accurate, timely financial advice and genuinely feel that this will evolve into a long term strong znd trusting relationship. More...
Jennifer Bailey
With the myriad of financial advisors available, why should you choose George? It's pretty simple. He has decades of knowledge and experience to make sure the financial decisions you make based on his advice are the right ones for you; and he will put you – the client - first. Every time. His ethics and integrity are beyond reproach, and he will be patient, empathetic and understanding of your personal situation and needs. How do I know this? George has been our advisor since the beginning, and we would not be in the financial position we are today without him. In fact, I have been able to retire at 53 years of age! Go with George. It will be one of the best decisions you ever make. More...
Faith Rogers
George has been my financial advisor for over twenty years. He is extremely knowledgeable, very empathetic to my needs and risk tolerance, and is quickly accessible at all times. I trust George 100% in every regard. If you are looking for the right person to guide you in making financial decisions. you could not find anyone better. He is absolutely the best!! More...
Heather Harvey
We have been working with George since 2007 and very nicely survived the 2008 recession and the most recent 2020 Covid related unofficial recession.
George is always available, provides thoughtful, knowledgeable advice, with always our best interests and risk tolerance in mind. He listens to our concerns and feedback, we have an in-depth discussion and we arrive at an agreement. George calls when he has a concern, responds quickly when we have a concern or question, and we meet regularly to discuss our portfolio. Although we travel south for the entire winter, we still communicate when needed.
We trust George implicitly and highly recommend him to provide excellent financial advice.
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Brian Copithorn
George was highly recommended by a friend and has proven to exceed all expectations. I appreciate his availability, knowledge and quick response to any of my questions or concerns. I too highly recommend George.
Edmund/Donna Wong
George has been our financial advisor for the past 17 years. We placed 100% of our confidence in his ability to look after our investments and to prepare a healthy retirement portfolio. He understands our needs, personality and risk tolerance and has always been ready to provide good counsel. Now that we are retired he is giving us guidance on estate planning. We really appreciate his service and it is always done with patience and a smile. More...
Jesse Hildebrand
George has been working with my family for literally decades, and so when they recommended him once I started making money of my own I was keen to at least hear him out and see what he was like.
Five years later and truly there isn't anyone in any service role that I value and trust more. George is always quick with sharp advice but much more than that he's incredibly responsive to my needs and questions and is always quick to explain things repeatedly if need be.
Uniquely too, he blocks off huge sections of the day just to chat -and as a result we've built up a wonderful working relationship that leaves me extremely confident that my best interests are always what he's most keen on.
You couldn't work with a better, more passionate person than George Fiotakis.
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Angela Rose
I am 69 yrs old and George Fiotakis has been my financial advisor for 20 years, through thick and thin. Without his guidance I would not be where I am today - financially secure with a lifestyle equal to when I was working full time (I've been retired since April 2012). I have recommended George to friends, family and neighbours - all have been very pleased with his service and the results. More...
Linda
Financial Advisors
I really enjoy conversations with George. He is very informative and takes the time to explain concepts which are important to the novice investor. It's important to be able to understand financial planning/retirement planning concepts. George has a strong understanding of market complexities and he's happy to share his thoughts and time. I'm certainly glad we met. More...
Barry Goodman
George is fantastic to work with and has helped us to increase our investments. I can certainly recommend him as a professional and a great financial advisor..
What do you love most about your job?
Most of all, I love being a resource, a teacher and a "go to person" for my clients. Putting together a portfolio is only a small part of the job. You need to be a knowledgable about multiple aspects of financial topics. But you need to convey it in a manner that is understandable and empathetic to the needs of the client, and their families.
What inspired you to start your own business?
I come from a family of entrepreneurs. I made a conscious decision in my early 30s to leave an extremely stable and lucrative position in the public sector to start my own business in the field that I love. I don't regret a single moment of it!
Why should our clients choose you?
After 23 years, I have seen and heard just about everything to do with the financial industry. Treat me as a resource. I don't proclaim to know all of the answers. But if there is something I don't know, I'll get the answer for you, and fast.
To be a successful financial advisor, you need to recognize that this is a relationship business. How do you ensure that the relationship remains strong and viable forever? Simple, do the right thing for the client. Act in the best interest of the client. Be responsive to the needs of the client, and in a timely fashion. And provide outstanding value for the services you provide. Most of all, do it with love and enthusiasm for the job!
Retirement Planning
Now more than ever, a proper retirement plan is essential for everyone to properly ensure that they can meet their retirement goals and objectives. All new clients will be provided with a complimentary Retirement Plan.
Estate Planning
Whether it is to establish an proper and effective Estate Plan, or simply to understand how to ensure a smooth succession plan, consider the role of an executor, or to simply determine the best way to allocate your assets to minimize tax implications, we can work together to ensure that your estate transfers with clarity and ease.
Tax Planning
Proper tax planning is essential for all Canadians to ensure that not only do we minimize tax payable, but that we recognize and obtain tax benefits, credits and the allocations that we are eligible for.
