Financial Services


Helping you Live your Dream

Wealth Management: We work with you, our clients, to create, preserve and maximize your wealth with investments, insurance, and estate planning. Through IPC Securities and IPC Estate Services, our advisors can offer a wide variety of options to individuals and their businesses.

Our Community: At Bick Advisors, we take pride in being responsible corporate citizens and recognize the importance of fervently supporting our community. We dedicate our resources annually to actively promote the healthy growth of our community through the arts, research, sports, youth programs and many other important affinity programs.

Maximum Access and Maximum Choice:

  • A variety of relationship models including managed, fee-based and wrap accounts.

  • Financial and retirement planning for individuals, families and business owners

  • RRSP, RRIF, TFSA, RESP, cash and margin accounts.

  • Individual pension plans (IPP’s) and Retirement Compensation Arrangements (RCA’s)

  • US currency accounts

  • Stocks, bonds, options

  • Mutual funds and segregated funds

  • Flow through offerings and private placements

  • Corporate estate maximizing strategies

  • Insurance and estate preservation strategies including life, disability, critical illness

  • Online account access and electronic direct deposits

  • Third party investment research and reports via National Bank Correspondant Network

Independence and a world of choice:
Our professional advisors can recommend solutions and strategies that are right for you. Whether you are looking for diversification with capital appreciation or income, we provide access to a broad range of investment strategies that are customized to meet your needs and goals.

Our business clients have access to expertise in investment banking and corporate finance. Public stock offerings, collateral based financing, equity financing, advisory and distributions services are also available.

We strive for exceptional customer service through the incorporation of online financial tools and account access.

Your safety and security are of the utmost importance. At Bick Advisors, every account statement and trade confirmation is prepared by NBCN Inc. NBCN is Canada’s foremost supplier of third party administrative and operational support. Through its parent company, National Bank Financial, NBCN can offer Bick Advisors access to all major investment markets around the world. It is a member in its own right of the Toronto Stock Exchange, the Investment Industry Regulatory Organization of Canada, and the Canadian Investor Protection Fund.

As a member of the Canadian Investor Protection Fund (CIPF), each separate account, as defined by CIPF is provided with up to $1,000.000 of account protection from things like fraud and insolvency.