Don't just chase your dreams
Choose to work with the Investment Planning Counsel team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.
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!
26 June, 2019
Watch this video to learn about the exciting features coming soon to your new Personal Financial Website! Read more
3 April, 2019
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more. Read more
2 April, 2019
Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more. Read more
Pull up a chair, and let us tell you our story.