What you can expect from me


Investment Planning
Planning your investment strategy is a key component of virtually every financial plan. The decision as to how your money will be invested can have a significant impact on whether or not you will be able to achieve your financial goals.

Tax Minimization
Construct strategies to minimize one of the inevitabilities of life through tax deferral, reducing taxable income and splitting taxable income.

Insurance Planning
A person’s most valuable financial asset is their ability to earn an income. Without that income, or adequate replacement income one would have to liquidate their savings and investments to meet daily expenses. This could result in financial difficulties, as well as having a negative impact on your retirement planning.

Retirement Planning
Providing adequate income for you during retirement is generally the primary objective of retirement planning. Plan now to put in place strategies that will provide you with your desired lifestyle.

Estate Planning
Complex issues revolving around wills, choosing an executor, distributing assets, Powers of Attorney, and Probate Fees need to be studied now in an effort to be fully prepared.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. (ON lic. #10227). Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.