Investment Planning Counsel

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519 Dundas St E
Whitby, ON L1N 2J5
+1 (905) 666-5202
http://www.ipcc.ca

Investment Planning Counsel (IPC) in Whitby, ON, offers personalized financial advice tailored to clients' unique needs and circumstances. With a focus on human-centered service, IPC emphasizes the importance of building engaged relationships to help clients navigate their financial journeys effectively.

IPC provides a range of services, from specific goal planning to comprehensive wealth management, ensuring flexibility in how clients receive advice. Their commitment to communication and adaptability allows clients to stay connected and informed as they work towards their financial objectives.

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Warren Preece - TD Wealth Private Investment Advice

Warren Preece - TD Wealth Private Investment Advice

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.
Christie Bartram - TD Wealth Private Investment Advice

Christie Bartram - TD Wealth Private Investment Advice

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.
Canada›Ontario›Whitby›Investment Planning Counsel

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