Investment Planning Counsel | Kitchener | Www Ipchull Com | Shopping And Specialty Stores | Stores - General | General Stores | Listing| Kitchener Waterloo Cambridge Guelph Business Directory
Investment Planning Counsel Shares Investment Planning Counsel Group Investment Planning Counsel Customer Support Investment Planning Counsel Location Investment Planning Counsel Store Investment Planning Counsel Office Investment Planning Counsel Complex Investment Planning Counsel Mall Investment Planning Counsel Shoppe Investment Planning Counsel Plaza Investment Planning Counsel Ware House Investment Planning Counsel Outlet Investment Planning Counsel Factory Kitchener Investment Planning CounselGeneral,Stores,»,Stores,-,General,»,Shopping,and,Specialty,Stores,», Mission Statement To promote our team and their professional development through continuing education to obtain and utilize industry knowledge for the benefit of our clients. To foster and maintain long-term relationships with our clients and their families by providing a complete range of personal financial services. To provide personal financial planning and clear impartial advice on a variety of financial products. To recommend superior investments which meet our clients' objectives at their comfort level of risk. To utilize the time-tested principles of wealth creation. Our Vision We will be the premier choice of financial services in our community by providing superior advice and service. Services We Provide As a client of Investment Planning Counsel, we strive to provide you with the highest level of service possible. It is our goal to ensure that you and your family achieve your financial goals in the shortest time possible. Consolidated Statements We provide you with a comprehensive summary of your portfolio in an easy to read format each quarter. Annual Review Once a year, we will review your entire portfolio and your financial goals. If there is ever a problem with your account or a question you need answered, our staff is committed to providing you with an answer within 24 hours, if not sooner. Estate Planning At your request, we will plan your entire estate plan and ensure that your assets are distributed to your beneficiaries in the most tax efficient manner. Life Insurance We will review your insurance needs and provide analysis for you. We are able to offer life insurance products uniquely designed to fit your lifestyle and needs. Cash and Credit Management We are able to provide you competitive cash and credit management products such as lines of credit, investment loans, mortgages, cash management accounts, GIC's etc. Wealth Creation Philosophy Definite Goal Planning If you fail to plan, you plan to fail. Using Other People's Expertise We are here to provide the expertise to achieve your financial goals. Using Borrowed Money It is more efficient to build wealth by investing more and investing earlier. Borrowed money used in appropriate circumstances will help you achieve your long-term goals. Discipline and Commitment You are the most important person in the world. You must learn to pay yourself first. We suggest you give yourself a 10% cut in income and use that cut to invest in your future. Invest According to the Three "T's" Minimize Taxes Maximize Time Maximize Total Return

Investment Planning Counsel | Kitchener | Www Ipchull Com | Shopping And Specialty Stores | Stores - General | General Stores | Listing| Kitchener Waterloo Cambridge Guelph Business Directory

General,Stores,»,Stores,-,General,»,Shopping,and,Specialty,Stores,», investment planning counsel | kitchener | www ipchull com | shopping and specialty stores | stores - general | general stores | listing| kitchener waterloo cambridge guelph business directory Mission Statement To promote our team and their professional development through continuing education to obtain and utilize industry knowledge for the benefit of our clients. To foster and maintain long-term relationships with our clients and their families by providing a complete range of personal financial services. To provide personal financial planning and clear impartial advice on a variety of financial products. To recommend superior investments which meet our clients' objectives at their comfort level of risk. To utilize the time-tested principles of wealth creation. Our Vision We will be the premier choice of financial services in our community by providing superior advice and service. Services We Provide As a client of Investment Planning Counsel, we strive to provide you with the highest level of service possible. It is our goal to ensure that you and your family achieve your financial goals in the shortest time possible. Consolidated Statements We provide you with a comprehensive summary of your portfolio in an easy to read format each quarter. Annual Review Once a year, we will review your entire portfolio and your financial goals. If there is ever a problem with your account or a question you need answered, our staff is committed to providing you with an answer within 24 hours, if not sooner. Estate Planning At your request, we will plan your entire estate plan and ensure that your assets are distributed to your beneficiaries in the most tax efficient manner. Life Insurance We will review your insurance needs and provide analysis for you. We are able to offer life insurance products uniquely designed to fit your lifestyle and needs. Cash and Credit Management We are able to provide you competitive cash and credit management products such as lines of credit, investment loans, mortgages, cash management accounts, GIC's etc. Wealth Creation Philosophy Definite Goal Planning If you fail to plan, you plan to fail. Using Other People's Expertise We are here to provide the expertise to achieve your financial goals. Using Borrowed Money It is more efficient to build wealth by investing more and investing earlier. Borrowed money used in appropriate circumstances will help you achieve your long-term goals. Discipline and Commitment You are the most important person in the world. You must learn to pay yourself first. We suggest you give yourself a 10% cut in income and use that cut to invest in your future. Invest According to the Three "T's" Minimize Taxes Maximize Time Maximize Total Return