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Don't just chase your dreams

Let us help you plot a path!

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.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

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.

Knowledgable

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.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Showing Gratitude

8 October, 2020

Showing Gratitude

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.
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Family picture

8 October, 2020

Wealth Transfer

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

the value of advice

7 October, 2020

The Value of Advice

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

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

The Value Of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where advisors, like us, can help keep you on your financial course.
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The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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