Webb & Associates Financial Solutions

705-527-0144

Hours

Monday9:00 - 17:00
Tuesday9:00 - 17:00
Wednesday9:00 - 17:00
Thursday9:00 - 17:00
Friday9:00 - 17:00
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.Our Process What's an investor to do? You've likely heard your friends and colleagues lament that "all advisors are alike". They're quick to make a sale, but promises of ongoing communication and regular reviews are quick to fall into the pile of good intentions. At IPC Securities Corporation, we'd like the opportunity to prove to you why we're different. We follow a disciplined approach to establish a professional relationship with our clients, and we follow a prescribed ongoing communication template in which we'll establish and confirm your communication expectations as well as deliver against those expectations.

About:

Address
GPS
  • 44.741498, -79.895603
Services
Insurance - LifeHealthTravelCritical Illness, Investment Advisory Services, Private Wealth Management, SecuritiesMutual FundAnnuitiesGIC'sBonds
Payment methods
  • Advisory Service Fees

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