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

Bill Jory

BA (Hons.), CFP®, EPC
Financial Planner

For over 30 years Bill has been helping his clients set goals, manage their challenges and opportunities, and matching their “life needs” to their financial resources. With a ...

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Bill Jory

BA (Hons.), CFP®, EPC
Financial Planner

For over 30 years Bill has been helping his clients set goals, manage their challenges and opportunities, and matching their “life needs” to their financial resources.  With a focus on Retirement Income Planning the relationship with his clients typically begins when they are plus or minus 10 years on either side of their retirement date.  

Bill understands the unique challenges facing today’s retirees and those soon to be retired.  He is passionate about Retirement Income Planning which is often when financial planning gets quite complicated, and the consequences of a mistake are serious.  Working with a team (yours or ours) of highly skilled professionals is key to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives.

Bill has developed and refined a process that puts all the pieces of the financial puzzle together for his clients.  His Retirement Blueprint Process delivers peace of mind to his clients so they can sleep well at night.  

Bill, his wife Suzanne, and their dog Ferris (also their CFO = Chief Fitness Officer) live in the far west end of Ottawa.  He is an avid fan of both Formula 1 and soccer, enjoys golf and curling, and is a struggling woodworker.  They have two daughters in their 20s and, as of 2023, one grandson.

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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.