Investment Planning Counsel

Pension Specialists IPC Securities in Whitby, ON, prioritizes personalized financial guidance, offering tailored advice for pensions, retirement income, and estate planning. Led by experienced advisors Shelley Johnston and Michael Leonardelli, their client-centered approach ensures respect and flexibility to meet diverse needs and preferences. Emphasizing the importance of communication and engaged relationships, team members work to adapt financial strategies based on individual client circumstances and evolving life milestones. Through their commitment to delivering valuable insights, they aim to empower clients with confidence and peace of mind regarding their financial future. Generated from the website

Scotiabank is a global financial institution that provides a wide range of personal, business, and commercial banking services, as well as wealth management and private banking solutions. With a dedicated team of approximately 90,000 professionals, they operate in various countries, offering tailored financial products to meet diverse client needs. In addition to banking services, Scotiabank also engages in corporate and investment banking, as well as capital markets, showcasing their commitment to corporate responsibility and investor relations. The bank maintains a presence across multiple regions, including Canada, Latin America, the Caribbean, and parts of Asia, emphasizing their global reach and diverse service offerings. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.