Investment Planning Counsel of Canada

We're here to help you through the ups and downs, hitting milestones and the markets. We'll create a plan that matches your style. Our Head Office is on the traditional and home lands of many First Nations, Inuit and Metis people, including the Mississaugas of the Credit, the Anishnabeg, and the Chippewa, and the Chippewa and the Haudenosaunee. The surrounding waters are those of Lake Ontario. The CPW Investment Planning Counsel of Canada acknowledges the privilege of working with this community and the advisors and team members working at a distance.

The reports suggest that the place is a great one with excellent facilities. Always love the customer experience as well. One of the clients had a meeting with Shelley Johnston. They claim that she creates a comfortable environment for them and easy to understand. The person, grateful says their brother referred the person to them. They first met in Whitby but upon discovering that the client lived near the head offices made herself accessible to the person. The setting has a beautiful design, with staff members who treat the client well. Another client saying that the workplace is a fantastic place. They look forward to their next visit, and it is a great company to work for. These different reviews indicate a good user experience and great environment. The other one is an assurance of the best advice and guidance to clients on financial matters. Clients are grateful for the warm welcome, ease of doing business and stress-free environment, making the financial service company one of the best.