Investment Planning Counsel
326 Durham St E
P.O. Box 726
Walkerton, ON , ON N0G 2V0
Commitment and dedication to a future goal is what connects our business to our clients and their families. Whether they’re business owners, executives, professionals or entrepreneurs, we follow a disciplined approach to assess the full picture, analyze the options and continuously monitor the progress towards the goal.
- Minimize the cost of borrowing and accelerate your savings
- Get you on track to home ownership
- Optimize your investment portfolio
- Create distinct plans for future education
- Reduce your taxes and channel your tax refunds efficiently to build your future
- Reduce the impact of life’s “what ifs” - disability, critical illness or premature death
- Paint the picture for your retirement as it nears
Discover Financial Solutions for all stages of your life.