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

Michael G. Mollica

Financial Advisor

Mike has over 10 years of experience in the financial field including banking, venture capital, investment brokerage, risk management and wealth management. He has worked with...

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Michael G. Mollica

Financial Advisor

Mike has over 10 years of experience in the financial field including banking, venture capital, investment brokerage, risk management and wealth management. He has worked with large multi-national firms as well as local regional firms. His various experiences allow him to bring an abundance of financial planning ideas and concepts to all of his valued clientele. Mike is an independent advisor who specializes in investment and insurance solutions for families, professionals and business owners.

Mike takes a holistic approach to his process which encompasses all aspects of financial planning. His investment philosophy focuses on wealth preservation while maintaining a client’s individual goals and objectives. His risk management solutions include concepts for individual basic needs and implementing sometimes sophisticated financial and estate planning strategies. He works with clients at all stages of their financial life cycle hoping to grow with them throughout.

Mike puts his clients’ interests first. His focus is to build and maintain long-term relationships with clients through constant communication, superior service, loyalty and trust. He provides all clients with honest, unbiased and objective advice throughout the entire financial planning process. His goal is to find the most effective and efficient way to allocate his client’s hard earned resources to achieve their goals. This allows his clients to focus on their day-to-day lives while having peace of mind about their financial affairs.

Mike was born and raised in the lower mainland of Vancouver, BC, where he currently resides. He attended the British Columbia Institute of Technology where he obtained a diploma in Corporate Finance. He has also obtained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and Canadian Investment Manager (CIM) designations. Mike continues to develop his knowledge in all areas of finance through industry related courses. When he’s not acting as your “Financial Quarterback”, you can find him playing a number of different sports and keeping himself active throughout the city.

Mike can assist you with aligning your unique personal goals and dreams with an appropriate financial plan to help you achieve them. Give Mike a call today, he would be happy to talk to you about your financial needs and looks forward to meeting you.

Our Consultants

 

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.