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 individual needs, helping clients navigate their wealth management and retirement planning. With a focus on human-centered service, they prioritize building engaged relationships and adapting strategies based on clients' preferences and life milestones. The firm emphasizes flexibility, allowing clients to connect with advisors through various channels, whether in-person or online. Their commitment to understanding each client's unique situation ensures that financial plans remain relevant and effective as life circumstances evolve. Generated from the website