Client Solutions

Products and Services

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

Retirement Cash Flow 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

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 pcensed 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. (pc# ON 10801 / SK 315928) or Mortgage Intelpgence Inc. (pc# ON 10428 / SK 315857).