Our Process

Your financial needs are more complex than ever. But dealing with them in isolation through numerous advisors can lead to missed opportunities, costly mistakes and needless frustration.

Our team at Investment Planning Counsel is committed to helping you achieve multiple goals with a unique integrated financial planning process.

Complex needs. Multiple goals. One integrated plan.

As part of an integrated plan, the Taylor Team will develop a personal wealth management strategy that addresses all aspects of your financial life – from portfolio management and retirement planning, to insurance, and estate and tax planning.

For Small Business Owners and Professionals, we also provide additional risk management solutions, along with comprehensive group benefits and retirement programs for you and your staff.

Discover more about how we can simplify your wealth management needs and make your vision a reality:

Investment Planning Counsel is wholly owned by IGM Financial, a TSX-listed company. IGM Financial is a member of the Power Financial group of companies, a key participant in the financial services industry in Canada. Power Financial’s subsidiaries include companies such as Investors Group, Great West Life, London Life, Mackenzie Financial Corporation and Canada Life.