Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At Tipper Financial, we prioritize understanding your unique financial goals to deliver tailored solutions. As a family-run business operating in the Bay of Quinte region since 2006, we combine personalized service with advanced financial planning tools to ensure objective recommendations. Our team of Certified Financial Planners brings decades of combined experience in investment management, insurance, and tax-efficient strategies. We serve individuals and businesses through four flexible fee models, emphasizing transparency and client-centric service. Our commitment to professional excellence is demonstrated through rigorous certifications and affiliations with leading industry organizations.By maintaining independence from financial institutions, we focus solely on your best interests. Our collaborative approach ensures comprehensive coverage of cash flow, risk management, and long-term wealth preservation. We empower clients with educational resources and ongoing portfolio monitoring to adapt to evolving needs. Our reputation for integrity and expertise has been built through consistent delivery of measurable financial outcomes. This dedication to client success defines our approach to financial advisory services.
Services
Financial Planning
Investment Advice
Insurance Solutions
Tax Planning
Estate Planning
Retirement Strategies
Risk Management
Wealth Preservation
Business Financial Services
High Net Worth Planning
Highlights and features
- We offer CFP-certified advisors with over 15 years of combined industry experience
- Our family-run business maintains strict independence from financial institutions
- We utilize advanced planning software for objective, data-driven recommendations
- Four flexible fee models accommodate diverse client financial situations
- Our team holds active memberships in leading financial advisory associations
Associations and certifications
- Certified Financial Planner (CFP)
- FP Canada
Services
Financial Planning
We develop customized financial plans balancing cash flow, savings, and future goals. Our planners analyze your complete financial picture to create actionable strategies for wealth growth and preservation. Services include budgeting guidance, retirement planning, and tax-efficient investment strategies tailored to individual circumstances.
Investment Advice
Our advisors provide guidance on selecting appropriate investments to maximize returns while managing risk. We offer access to mutual funds through Monarch Wealth Corporation and other investment vehicles, helping clients build diversified portfolios aligned with their risk tolerance and financial objectives.
Insurance Solutions
We help clients secure appropriate insurance coverage including life, critical illness, disability, and long-term care policies. Our solutions protect against financial risks while integrating with overall wealth management strategies to preserve assets for beneficiaries and business continuity.
Business Financial Services
We assist business owners with cash flow management, tax optimization, and succession planning. Services include business financial planning, investment guidance, and employee benefits programs designed to support company growth and owner financial security.
High Net Worth Planning
Specialized services for high net worth individuals include discounted investment management fees, private counseling services, and advanced life insurance products. We focus on sophisticated wealth preservation strategies and customized solutions for complex financial situations.
People
Adam Tipper
Financial Planner
Co-owner since 2008 with CFP and RHU designations. Specializes in personal and business client service. Holds BSc from McGill University and active in financial advisory associations.
Eric Tipper
Financial Planner
Co-owner since 2017 with CFP certification. Focuses on client relationships for individuals and businesses. Graduated from Dalhousie University and maintains professional affiliations in financial planning.
Bill Weese
Life Insurance Advisor
Certified General Accounting professional with 34 years' experience in life insurance. Joined Tipper Financial in 2016 after running his own insurance agency successfully.
Questions
What financial services do you offer for individuals?
We provide comprehensive financial planning, investment management, insurance solutions, tax planning, and retirement strategies tailored to individual needs and goals.
How do you work with business owners?
We help businesses with cash flow management, tax optimization, employee benefits programs, and succession planning through customized financial strategies.
What fee models are available?
We offer four flexible models: flat fee, subscription-based, product-based, and asset-based pricing to accommodate different client preferences and financial situations.
Why choose your Certified Financial Planners?
Our CFP professionals meet rigorous international standards for education, ethics, and experience, ensuring expert, trustworthy financial guidance.
Reviews (1)
Rosemary Whyte
Jun 06, 2020
Report
Positive:Professionalism,Quality,Responsiveness
Knowledgeable, trust worthy financial planners who take time to explain to you and present options as to the best way to invest in your future.
Knowledgeable, trust worthy financial planners who take time to explain to you and present options as to the best way to invest in your future.
