Tune into our Radio Show!
Click here for details on our radio show!
This weekend: What to expect from your Advisor.
As a financial advisory team, we’re different and proud of it. We stand out in three genuine [or distinctive] ways.
First, and above all, we consider ourselves to be in the personal service business. In fact, our team’s mission statement, which inspires us daily, is: Personal Service - Our Business. Everything we do is focused on fulfilling that mission. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust in us.
Second, our personal service is [driven/supported] by a process. This is in stark contrast to other financial advisors who simply sell products. We follow the personal wealth management strategy, a framework which allows our clients to understand where they’re going, where they’re at and what’s coming next.
Third, instead of having just one advisor per client, we take a multi-advisor approach to delivering our services to you. Each member of our team knows your family situation and goals, and is responsible for a certain part of your overall plan.
Working together, we help you to enjoy peace of mind and, ultimately, to live your dream.
We invite you to learn more about what sets the Beaches Financial Team apart and what we can do to make a difference in your life. Call today (416) 690-0911.
Your Personal Financial Website
©2012 Investment Planning Counsel ~ Last updated: May 17, 2012 at 2:46 PM ~ Privacy ~ Legal ~ Accessibility ~ Sitemap
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. (ON lic. #10227). Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.