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Financial Planning; ;
Contact
NameIPC Leamington Team -David Dillon or John Barnett
Telephone519-326-8883
Mobile519-965-2320
Fax519-326-4222
Websitewww.ipcleamington.com
Emailjohnb@ipcleamington.com
Location
Address 123 Talbot Street East
CityLeamington
Prov/StateOntario
Zip/Postal CodeN8H 3N8
CountryCanada
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Description

At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.

Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life.

With early planning and expert guidance from IPC, even the most elusive dreams can become a reality.

Helping you Live Your Dream
The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools.

What is Your Dream?
Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: 

  • To buy a home or vacation property?
  • To start a business or pursue a hobby?
  • To help a child or grandchild get a great education?
  • To travel to far-away places … in retirement or before?
  • To leave a legacy to family members or a favourite charity?

Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not.

Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible.
Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.

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Current LocationLeamington, CA
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Investment Planning Councel
_Investment Planning Councel
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