Hadjiyianni Financial Group - IPC Securities Corp

Hadjiyianni Financial Group - IPC Securities Corp We help families create and manage wealth

Through Active Advice, Comprehensive Personal Wealth
Management and an Engaged Approach to Relationships,
we help our clients explore all of Life’s Transitions and
Opportunities

"Insurance Products provided through PNH Corporation"

www.ipcwaterloo.ca

09/01/2026

🎓 University is expensive.

And it's not just tuition.

There's also:

🏠 Housing
🍎 Food
📚 Books & supplies
🚗 Transportation
💻 Other living expenses

For many Canadian families, the total cost of a four-year degree can become a significant financial commitment.

An RESP can be one of the tools available to help families prepare.

In this video, I break down how RESPs work and why starting early can make a difference.

👉 Watch now!

08/27/2026

🎒 Back-to-school season is here and it's a good reminder that the years really do fly by!

If you have a child under 18 and don't have an RESP yet, this is your sign to start learning about one.

🎓 An RESP can help you save for post-secondary education while taking advantage of available government incentives.

The earlier you start, the more time you have to build those education savings.

👉 Watch our video to learn how it works.

08/25/2026

🎓 September is coming FAST!

If your child is starting university or college this fall, there are a few things you'll want to have organized before that first tuition payment.

Think about:

📄 Required documentation
💰 RESP withdrawal planning
🏫 Tuition and school expenses
🏠 Housing and living costs
📚 Other education-related expenses

The transition to university is exciting but there's a lot to organize!

🎥 Watch the video for a few things to have ready before September.

08/20/2026

🏦 Step 4: Banking

The right banking strategy can help support your broader financial goals.

🎥 Watch now.

08/18/2026

🎓 Your child is heading to university. Now what happens to the RESP?

After years of contributing, it's finally time to start using those savings.

But before making a withdrawal, there are a few things parents should understand:

📚 What type of withdrawal are you making?
📄 What documentation might you need?
💰 What happens with the different portions of the RESP?
🎓 What should you have ready before school starts?

In this video, I walk through the basics of RESP withdrawals so you can feel more prepared.

08/13/2026

🛡️ Step 3: Risk Management

Building wealth is important.

Protecting it is equally important.

🎥 Watch now.

08/11/2026

☀️ Halfway through the year already?!

Before summer flies by and we suddenly find ourselves talking about December, this is a great time to take a look at your financial picture.

A few things worth checking:

💰 Are you on track with your savings?
📈 Are your investments still aligned with your goals?
🏡 Have any major life changes happened?
🎓 Are there upcoming expenses you need to plan for?
🎯 Are you still on track for your longer-term goals?

A mid-year financial check-in doesn't have to be complicated.

It's about making sure your plan still fits where you are today.

08/06/2026

📈 Step 2: Portfolio Management

A portfolio should be built around your goals, risk tolerance, and timeline.

🎥 Watch now.

08/04/2026

✨ Step 1: Dream Plan

A financial plan should start with your goals, not your investments.

🎥 Watch now.

07/30/2026

👋 A little bit about Paulina.

Why she became a financial advisor, what motivates her, and why helping families navigate important financial decisions means so much to us.

🎥 Watch now.

Address

1-564 Weber Street N
Waterloo, ON
N2L5C6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15197258895

Website

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