Welcome to

Our Mission Statement

“We strive to provide our clients with the very best in financial products, services and advice to help them achieve their financial goals and live their dream.”

Investment Planning Counsel

We are a dedicated group of professionals dedicated to helping our clients live their financial dream. Our approach ensures that you have the highest level of service and financial peace of mind.

The Joe Advisor Team

Investment Planning Counsel (IPC) is a Canadian wealth management company, with over $16 Billion of investment assets under administration and over 900 advisors across the country. IPC is part of IGM Financial Inc., a TSX listed company, and a member of the Power Financial Corporation group of companies, one of the largest financial companies in Canada. This strength and stability ensures that our clients receive the care and attention they deserve to help them achieve their goals and live their dreams.

Did you know?

Our unique and comprehensive financial planning process considers all aspects of your situation and provides you with solutions to meet your goals.

Our process is comprehensive.

Did you know?

We take the time to fully understand your goals, dreams, and your current situation.

Did you know?We can offer you the following solutions:

• InvestmentsRetirement Planning Retirement IncomeShort and medium-term goals

Did you know?We can offer the solutions:

• Risk ManagementLife, Critical Illness, Disability, Long Term Care, Travel, Group/Health & Dental Insurance

Did you know?We can offer the solutions:

• Tax PlanningStrategies to save and defer taxTax-Free Savings AccountsInvestment Loans

Did you know?We can offer the solutions:

• Cash ManagementHigh Yield Savings AccountsPersonal Accounts (Canadian and U.S.)

Business Accounts (Canadian and U.S.)

Did you know?We can offer the solutions:

• Corporate PlanningIndividual Pension Plans (IPPs)Pension ConsultationDiscretionary Portfolio Management

Did you know?We can offer the solutions:

• BorrowingDebt consolidationLines of CreditInvestment loansMortgagesRSP Loans

Did you know?We can offer the solutions:

•Estate PlanningInsurance solutionsInvestment solutionsAccess to Trust, Will, and Power of Attorney solutions

Did you know?

We regularly review your progress towards your goals and dreams with you, and help ensure your plan is on track.

Thank you…

to our clients who have referred us to

friends, family and associates.

We consider your referral the greatest compliment you can pay us.

Thank you for your trust and confidence.

Do you have questions?

Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully Integrated Wealth Management Company.Mortgage Broker 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 the Canadian Investor Protection Fund. Insurance products available through IPC Estate Services Inc.

2680 Skymark Ave., Mississauga, ON

Tel: 416-555-5555 www.joeadvisorteam.ca