Meet Our Team
Since 1988 we have been dedicated to helping individuals, families and business owners create a
comfortable financial plan to help them achieve their financial goals.
Our Purpose is to help clients bring focus to their financial future. We address that vision by
following the Personal Wealth Management Strategy which allows clients to stay on track,
achieve their family goals and provide peace of mind.
Meet Our Team Counsel Portfolio Services
©2012 Investment Planning Counsel ~ Last updated: Aug 9, 2011 at 11:51 AM ~ Privacy ~ Legal ~ Accessibility
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.