Products and Services

We can offer the following Products and Services:

Investments Solutions
  • Private Wealth
  • Counsel Investment Portfolios
  • Value Partner Pools
  • Mutual Funds
  • Segregated Funds
  • Annuities & GICs
  • High Interest Savings Accounts
  • Stocks, Bonds, ETF’s*
Financial Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Financial Divorce Planning
  • Pension Transfers
  • Small Business Solutions
Registered Products 
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Locked In Retirement Accounts (LIRA) 
  • Life Income Funds (LIF)
  • Individual Pension Plans (IPP)
  • Tax Free Savings Accounts (TFSA)
  • Registered Education Savings Plan (RESP)
  • Non-registered Investments
Insurance
  • Life
  • Disability
  • Critical Illness
  • Long Term Care
  • Travel Medical 
  • Individual Group
  • Mortgage Insurance
  • Executive & Employee Health Savings Plans
Other
  • Mortgages
  • Banking
  • Investment Loans
Disclaimer:  Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel, is a fully integrated Wealth Management Company. Mutual Funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through IPC Estate Services Inc.

Mortgage Broker Services provided by Invis Inc. (Lic# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic# ON 10428 / SK 315857).

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.