Investment Planning Counsel

About Investment Planning Counsel

Investment Planning Counsel is an investment services firm located on Nottinghill Rd in the Cranbrook neighbourhood of London, Ontario. The business provides personalized financial advice to individuals and families, focusing on creating plans that align with their specific life stages, goals, and values. Their approach centers on understanding a client's full picture—including the people they care about and their future dreams—to help them build, protect, enjoy, and pass on their wealth. The firm offers comprehensive guidance to help clients navigate complex financial decisions with clarity. Specific services and areas of expertise include helping families organize their finances, creating solid succession plans, and planning for post-secondary education to avoid debt. They also provide specialized resources and advice regarding inter-generational wealth transfer, such as guidance on how to discuss inheritance with heirs, creating estate directories, and managing the unique challenges of blended families. Investment Planning Counsel describes its service as human-centered advice backed by long-term strength. The firm is part of the Canada Life group of companies, which the business notes provides greater scale, stability, and continued investment behind the personal relationships maintained with their advisors. They emphasize a collaborative process where advisors listen to understand a client's ambitions and concerns before turning those priorities into practical next steps and investment approaches.