Our Mutual Fund Dealer is Getting A New Name

Todd Ellis |

An important update from National Wealth Management.

A new name behind the scenes. The same commitment to you.

As of October 1, 2026, our mutual fund dealer, Quadrus Investment Services Ltd., has joined together with Investment Planning Counsel and is now operating as IPC Wealth Inc.

What does this mean for our clients?

First and foremost, National Wealth Management isn't changing. You'll continue working with the same team you know and trust, receiving the same personalized financial advice, planning and support. Your existing investments also remain unchanged as a result of this transition.

What's new is that IPC Wealth provides us with access to a broader range of investment solutions and resources, giving us additional tools to help you work toward your financial goals.

You'll gradually begin seeing the IPC Wealth name on investment statements, forms, our website and other materials that previously featured Quadrus.

While the name behind the scenes is changing, our focus remains exactly where it's always been: on you, your goals and your financial future.

Have questions about the transition or what it means for your accounts? Please reach out. We're always happy to help.

Insurance products, including segregated fund policies, are offered through National Wealth Management Inc. Investment Representatives Todd Ellis and Debra Muise and Financial Planners Joel S. Klaus and Martin Langille offer mutual funds through IPC Wealth Inc.

IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license to IPC Wealth Inc. For the IPC Wealth privacy policy, visit https://www.quadrusinvestmentservices.com/privacy.html 

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.