Simon and Michelle

Our clients Simon and Michelle first met Anne almost two decades ago. When they became clients of IPS Capital two years ago, they were looking for a trusted partner to help them build wealth for their future and for their family. Both in successful careers, they wanted to ensure their investments were managed efficiently and effectively, with a clear plan that would give them confidence.

Working with Anne and Jonathan, they have developed a diversified, tax-efficient strategy that supports their own goals while also providing for their children and Michelle’s elderly mother. Over time, the relationship has grown beyond investment management to a trusted source of guidance on many of life’s big decisions.

Michelle describes feeling far more confident and less anxious about money, thanks to Anne’s ability to explain matters clearly and provide forecasts that put their future in perspective. For Simon, the security and structure of a robust plan – and the reassurance of knowing he can always pick up the phone – has been invaluable. Both agree that Anne is professional, warm, and engaging, and say they trust her judgement implicitly.