Book a Due Diligence

We invite you to spend a day with us to learn more about our:

  • Award winning business system: The Total Client Experience
  • Portfolio management system
  • Marketing and branding solutions
  • Transitions and back-office support services
  • Advisor Equity program
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I currently manage assets between:*
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$0 and $15 Million
$15 and $30 Million
$30 and $50 Million
$50 Million Plus

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Book a Due Diligence meeting
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Our Location

Investment Planning Counsel

5015 Spectrum Way, Suite 200
Mississauga, Ontario, L4W 0E4
Phone: 1-877-212-9799 / 905-212-9799
Fax: 1-844-378-6244 / 1-888-212-9798
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