Of all the financial decisions we can make in a lifetime, there are none so monumental as the decision to retire from a working paycheque and rely on the savings we’ve built over a lifetime. At Investment Planning Counsel in Ingersoll, ON, we help families prepare for and sail through that decision with confidence and clarity. And we’ve been doing it for more than 30 years.
We follow a disciplined approach to every client’s situation, whether they’re nearly retired, newly retired or fully retired. We take stock of the current situation, assess the resources available and chart a detailed plan for a tax-efficient retirement income stream. We analyze all the “what-if” scenarios and assess the impact of the choices available on the long term estate plan for future generations.
Once the course is set, it’s our responsibility to keep up with changing markets, economies and regulations so that our clients don’t have to. As key advisors, our goal is to ensure that each client receives the highest level of service and is ultimately able to enjoy retirement with clarity and confidence.
What’s an investor to do?
You’ve likely heard your friends and colleagues lament that “all advisors are alike”. They’re quick to make a sale, but promises of ongoing communication and regular reviews are quick to fall into the pile of good intentions.
At IPC Securities Corporation, we’d like the opportunity to prove to you why we’re different. We follow a disciplined approach to establish a professional relationship with our clients, and we follow a prescribed ongoing communication template in which we’ll establish and confirm your communication expectations as well as deliver against those expectations.