Investment Planning Counsel

Investment Planning Counsel (IPC) is dedicated to providing personalized financial advice tailored to clients' unique needs, whether they require comprehensive wealth management or specific financial planning. With an emphasis on human-centered advice, IPC fosters engaged relationships, ensuring that communication remains integral to their service approach.

Through flexibility in meeting preferences—be it in-person, online, or through group video calls—IPC accommodates clients' busy schedules while delivering insights and guidance relevant to their financial goals. The firm continues to expand its expertise and reach, recently acquiring De Thomas Wealth Management to enhance its national footprint and support entrepreneurial advisors across Canada.

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