Investment Planning Counsel

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Investment Planning Counsel in Brockville, ON, offers personalized financial advice tailored to meet the unique needs of clients and their families. With a focus on flexibility and engagement, they provide various levels of service to help individuals navigate their wealth management and retirement planning goals. Committed to fostering meaningful relationships, Investment Planning Counsel emphasizes human-centered advice that adapts to clients' evolving priorities. Their team of experienced advisors is dedicated to ensuring clients feel informed and confident in their financial decisions, regardless of market conditions or life milestones. Generated from the website