Meet our Team

Richard Heinrich, CFP, FMA, EPC - Investment         Advisor

Richard G Heinrich started in the financial services industry in 1992 with a money management firm building his expertise in analytical research and disciplined investing. In 1997 Richard moved to a major Canadian bank as a Senior Analyst in the accounting department. In 2002 using his analytical & accounting background he decided to move into the retail planning industry to help individual clients with their financial needs. After several years helping clients with estate & retirement planning, Richard moved his business to IPC Securities Corporation (Investment Planning Counsel), where he partnered with Mark Parlee, incorporating Mark’s training and experience to develop full wealth management plans.

Richard is a native of the Beaches and attended the University of Guelph. He has two wonderful children Stephanie and Richard Jr. Richard also has three wonderful grandchildren, Payton, Paige and Max.

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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. 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.