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!
8 October, 2020
Given this year’s turmoil and extremely difficult circumstances, it might be easy to dwell on the negative, but it’s also crucial to balance that with gratitude. Read more
Although many Canadians believe estate planning is only for the super wealthy, everyone needs a plan to transfer their wealth. Start the conversation with a family m Read more
7 October, 2020
Managing investments and an overall financial plan requires a lot of time, effort and expertise. That’s why many people find value in working with a Financial Adviso Read more
Pull up a chair, and let us tell you our story.