The Quarterback

When a client with a disability came seeking answers to an inheritance conundrum, Eric Warden reached out to his network of tax and estate experts for creative solutions.

ADVISOR CASE STUDY


At Eric Warden’s office in Peterborough, Ont., the phone rarely stops ringing – even though it’s August. It has become so busy that Warden, a financial advisor at IPC Investment Corporation, recently convinced his son to leave a major energy company to...

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