About Investment planning counsel
Investment Planning Counsel: Personalized Financial Advice for the Life You Have and the One You Want
Investment Planning Counsel (IPC) is a leading financial services company that provides personalized financial advice to individuals, families, and businesses across Canada. With over 20 years of experience in the industry, IPC has built a reputation for delivering exceptional service and customized solutions that help clients achieve their financial goals.
At IPC, we understand that everyone's financial situation is unique. That's why we take a personalized approach to every client relationship. Our team of experienced advisors takes the time to get to know each client's individual needs, goals, and priorities before developing a customized plan that meets their specific requirements.
Our comprehensive range of services includes investment planning, retirement planning, tax planning, estate planning, insurance solutions and more. We work closely with our clients to develop strategies that are tailored to their unique circumstances and designed to help them achieve their long-term financial objectives.
One of the key benefits of working with IPC is our commitment to transparency. We believe in providing our clients with clear information about fees and charges upfront so they can make informed decisions about their investments. Our advisors are also committed to ongoing education so they can stay up-to-date on industry trends and provide clients with the most current advice possible.
Another advantage of working with IPC is our access to some of Canada's top investment managers. We have established relationships with leading fund companies such as Fidelity Investments Canada ULC., Franklin Templeton Investments Corp., Invesco Canada Ltd., Mackenzie Financial Corporation among others which allows us access some exclusive funds not available elsewhere in addition we have an open architecture platform which means we can offer products from any provider if it fits within your overall plan.
At IPC we believe in giving back by supporting local communities through various initiatives including The Canadian Cancer Society Relay For Life®, The Terry Fox Foundation Run/Walk For Cancer Research®, The Heart & Stroke Foundation Big Bike Ride® among others
In conclusion Investment Planning Counsel offers personalized service backed by years of experience helping Canadians reach their financial goals while giving back through community involvement initiatives all while being transparent about fees charged upfront so you know what you're paying for from day one!