What does the future look like?

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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.

New normal

4 September, 2020

New Normal

Following months of physical distancing, people must now adapt to the new-normal society, but the adjustment won’t be easy for some. Keep in mind that the sudden loc
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Financial terms

4 September, 2020

Financial Terms

Understanding economic terms will help you gain a better perspective on what’s happening in financial markets, and why. After all, the world has been experiencing an
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Wills and estate planning

4 September, 2020

Wills and Estate Planning

Having a Will is crucial to ensuring your wishes are carried out the way you want. While estate planning is important, it remains under-utilized in Canada. Everyone
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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