Investment Planning Counsel

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238 Wellington St E
Aurora, Ontario L4G 1J5
+1 (905) 727-6545
https://www.retirehappysooner.ca

Investment Planning Counsel in Aurora, Ontario, offers a range of financial services to assist clients in achieving their financial goals. From planning for future education to reducing taxes and preparing for retirement, their services cater to various life stages and needs.

The firm provides tailored solutions for different client profiles, including young singles & families, those nearing retirement, retired individuals with pensions, and business owners & professionals. Their process involves a defined, consistent approach to financial planning, emphasizing long-term relationships and transparent execution of financial plans.

Clients of Investment Planning Counsel can expect a value-added offering that is clear and transparent, helping them navigate the complexities of financial planning. The team at Investment Planning Counsel is dedicated to providing valuable insights and expert advice to guide clients on their financial journey.

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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.
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