What does the future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Chris J. Korte, B.Ed. CFP® and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Meet My Team


Chris J. Korte, B.Ed. - CFP®

Certified Financial Planner®

Teresa Krammer

Registered Assistant

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Another Volatile Quarter

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets.
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The Point of Maximum Pain

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging.
Read more

Our Perspective: Inflation, Ukraine, and the Drama of Investing

13 April, 2022

Our Perspective: Inflation, Ukraine, and the Drama of Investing

We as humans have a tendency to over rationalize the past, over dramatize the present and underestimate the future.
Read more

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Market Monitor

Listen to insights from our market specialists  

 

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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Contact Us

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