Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Geoff J. Hahn

CFP®
Senior Financial Advisor

As a Financial Planner in Waterloo, Ontario, I have over 20 years of Financial Planning knowledge. My clients consist of mainly professionals and retirees. It is my role to en...

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Geoff J. Hahn

CFP®
Senior Financial Advisor

As a Financial Planner in Waterloo, Ontario, I have over 20 years of Financial Planning knowledge. My clients consist of mainly professionals and retirees.

It is my role to ensure that all aspects of my clients’ financial goals are achieved using a well-constructed, realistic financial plan that takes into consideration retirement planning, tax saving strategies and estate planning. My knowledge, experience and resources allow me to recommend strategies that include Investment funds, segregated funds, annuities and GICs.

I also have vast knowledge of insurance solutions and recommend products such as disability insurance, critical illness, long term care, universal life, whole life and term insurance.

I also have experience opening trust accounts to assist clients with tax planning for future generations.

 

Insurance products, fee for service financial planning and tax preparation services available through 2402162 Ontario Inc.” 

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.