Tailoring our Services to Your Needs

We can offer the following products & services:

•   Guaranteed Investment Certificates (GICs)
            – We work with over 30 financial institutions to help get you the best rate available to us

•   Mortgages*
            – We work with over 22 lenders to help get you the best rate available to us

            * Mortgage Brokerage services provided by IPC Save Inc. (On Lic. #10027)

•   High Yield Savings & Chequing Accounts
            – Savings Account
            – Savings Account (USD)
            – Business Savings Account
            – Business Savings Account (USD)

•   Lines of Credit
            – Lines of Credit (min. $40,000) as low as prime + 1.00 (subject to change)

•   Tax-Free Savings Account (TFSA)
            – Canadians 18 or older can contribute up to $5,000 a year to a Tax-Free Savings Account (TFSA).
            – Unused portions can be carried forward
            – Tax free withdrawals
            – Many investment options including mutual funds

•   Critical Illness Insurance
            – Critical illness insurance is a form of health insurance that provides a lump-sum payment should you become seriously ill. 
            – Tax free payments made directly to you in the event of cancer, heart attack, stroke and many other serious illnesses

•   Disability Insurance
            – Disability insurance is a form of insurance that protects the beneficiary’s earned income against the risk that disability will make working impossible


•   Life Insurance
            – Income replacement and debt protection
            – Estate protection

•   Individual Health Benefit Plans
•   Travel Insurance Plans


As part of our overriding goal to help you live your dream, IPC has developed a process and set of services for specific groups of people who share similar needs and financial goals. Building on this framework, we then tailor each service to the individual situation of each client.

Learn more about the special set of services we provide:

Have questions?

Just ask! At Investment Planning Counsel, we’re here to help. Your financial future is too important to leave to chance. Click here to contact us today!

©2010 Investment Planning Counsel ~ Last updated: Apr 29, 2010 at 3:12 PM ~ Privacy ~ Legal ~ Accessibility

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.