Don't just chase your dreams

Let us help you plot a path!

Choose to work with John Thiessen & Rick Heppner Mueller 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.

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

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.

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.

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

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

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

Our Team

John Thiessen, B.A., B.Th.

Certified Financial Planner®

Trevor Doyle, B.Comm. (Hons) Finance, CFP®, RHU, CLU

Financial Planner

Our Team

The Cost of Advice

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The Value of Advice

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Praise is best heard in the third person

Among the many things we value in our relationship with you is that you provide very prompt, courteous, personal yet confidential service. You are willing to research our questions and offer valuable information on investment performance. It is easy to contact you directly and we are able to meet with you in our home or wherever it is convenient for us. Finally, we like that you tolerate our pets. – James & Sharon Friesen, Morden, MB

Praise is best heard in the third person

Your service has given me peace of mind knowing that you have a genuine interest in making the best investments on my behalf. You take time to explain where the assets are invested and why. You've provided a personal financial plan and make a concerted effort to know the details of my financial affairs and how they affect the big picture. And you initiate regular meetings to discuss the portfolio. Thank you very much. – R. Penner, Winnipeg, MB

Praise is best heard in the third person

I really appreciate the way you stay on top of my investment portfolio. You take the initiative to let me know when some tweaking is required, prepare before every meeting and pay attention to detail as you patiently go through the portfolio with me. You always make time to see me, even on short notice. I am at ease with you and your IPC team in charge of my investments, and feel you actually care about my interests and my family's future. Also, I have a great respect for your professionalism and integrity. – Ted Klassen, Altona, MB

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What does the future look like?

Let us help you plot a path!

Our Team

John Thiessen, B.A., B.Th.

Trevor Doyle, B.Comm. (Hons) Finance, CFP®, RHU, CLU

Why should you choose us?

Proven expertise built on a solid foundation

The Cost of Advice

The Value of Advice

Spotted in the news

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

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Money Dates 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

Market Monitor

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Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

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