Meet our Team
Our Tax Planning Strategies & Solutions Maximize After-Tax Income & Transfer of Wealth to Successive Generations
Our Team’s Investment Philosophy
It is our belief that true investors do not chase short-term returns, and as such, our team has developed a disciplined, methodical system of portfolio management which is based on protecting your long term savings from the risks of investing. Our investment approach is based on the primary philosophy of protection of your capital while at the same time, we are always trying to achieve a reasonable rate of return over the long term based on your stated dreams.
Investment Planning Counsel is a member of one of Canada’s largest wealth management companies.