Who We Are
IPC Burlington.ca's team of professionals work together with their clients to determine and define their financial goals and help them set up a plan to make those goals reality. Whether your goals include purchasing your first home, consolidating your debts, planning for your retirement, protecting your family from the uncertainties of life, saving taxes, or planning your estate, we are able to provide you with the advice that will help you achieve your goals.
Investment Planning Counsel is the country’s fastest growing independent financial planning organization. Through our national network, our clients have access to a complete suite of financial services – including convenient, competitively priced investments, savings, insurance, tax and estate planning products.
Our goal is to assist you in developing financial stewardship which goes far beyond the accumulation of wealth. We are here to assist you in developing a financial framework which will help you to live by your core values and beliefs regarding your individual responsibilities to your family, community, and to yourself.