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Investment Planning Counsel

Financial Planning, Retirement Planning, Estate Planning, Tax Planning, RRSPs, RRIFs, RESPs, RDSPs, Investments, Mutual Funds, Annuities, GICs, Life Insurance, Disability Insurance, Registered Disabil
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life.
With early planning and expert guidance from IPC, even the most elusive dreams can become a reality.
Our team can show you how to:
Create the Optimal Portfolio
Pay Less Tax
Becoming Mortgage Free Faster
Plan Your Estate
Retire in Comfort
Tailoring our Services to Your Needs.

Our address: 204 A 375 University Ave E
Waterloo Ontario

Telephone: 519-772-2500

Web: www.financialfoundations.ca

Service: Financial Services


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