Live your Dream.
At Investment Planning Counsel, we possess an enduring commitment to help you live your dream and make the process of wealth management simple and straightforward.
Our unique processes will enable you to take advantage of a comprehensive array of financial solutions tailor made to your personal situation.
Whether your dreams are small or grand, our team will formulate a wealth management strategy that will help you achieve them.
Our goal remains simple: Provide our clients with the very best in financial solutions to help them to live their dreams and enjoy peace of mind.
I have now been helping investors realize their dreams for over 25 years. I specialize in the cottage owners market place, advising, utilizing and implementing investment strategies to help cottage owners realize their individual financial planning dreams and goals.
I have clients throughout Ontario. I would be pleased to meet with you in the comfort of your home, cottage or office.
Please feel free to contact me to arrange a convenient meeting time.
Investment Planning Counsel is a private company partly owned by management and advisors, with the majority of shares owned by IGM Financial, a TSX listed company. IGM Financial is a member of the Power Financial group of companies a key participant in the financial services industry in Canada. Power Financials subsidiaries would include companies such as Investors Group, Great West Life, London Life, Mackenzie Financial Corporation and Canada Life.