Mission Statement

To promote our team and their professional development through continuing education to obtain and utilize industry knowledge for the benefit of our clients.

To foster and maintain long-term relationships with our clients and their families by providing a complete range of personal financial services.

To provide personal financial planning and clear impartial advice on a variety of financial products.

To recommend superior investments which meet our clients' objectives at their comfort level of risk.

To utilize the time-tested principles of wealth creation.

Our Vision

We will be the premier choice of financial services in our community by providing superior advice and service.

Services We Provide

As a client of Investment Planning Counsel, we strive to provide you with the highest level of service possible. It is our goal to ensure that you and your family achieve your financial goals in the shortest time possible.

Consolidated Statements

We provide you with a comprehensive summary of your portfolio in an easy to read format each quarter.

Annual Review

Once a year, we will review your entire portfolio and your financial goals. If there is ever a problem with your account or a question you need answered, our staff is committed to providing you with an answer within 24 hours, if not sooner.

Estate Planning

At your request, we will plan your entire estate plan and ensure that your assets are distributed to your beneficiaries in the most tax efficient manner.

Life Insurance

We will review your insurance needs and provide analysis for you. We are able to offer life insurance products uniquely designed to fit your lifestyle and needs.

Cash and Credit Management

We are able to provide you competitive cash and credit management products such as lines of credit, investment loans, mortgages, cash management accounts, GIC's etc.

Wealth Creation Philosophy

Definite Goal Planning

If you fail to plan, you plan to fail.

Using Other People's Expertise

We are here to provide the expertise to achieve your financial goals.

Using Borrowed Money

It is more efficient to build wealth by investing more and investing earlier. Borrowed money used in appropriate circumstances will help you achieve your long-term goals.

Discipline and Commitment

You are the most important person in the world. You must learn to pay yourself first. We suggest you give yourself a 10% cut in income and use that cut to invest in your future.

Invest According to the Three "T's"

Minimize Taxes

Maximize Time

Maximize Total Return

Business listed since Wednesday, June 14, 2006