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GET ADVICE YOUR WAY | INVESTMENT PLANNING COUNSEL - IPCC CORPORATE


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YOUR WAYTM

FOR THE LIFE YOU HAVE,
AND THE ONE YOU WANT.




IPCC IN THE NEWS




IN THE NEWS

Check out our recent survey findings that help illustrate the value of financial
advice, as Canadians reflect upon their retirement plans during these uncertain
times.

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BECAUSE YOU WANT TO GROW MORE THAN YOUR PORTFOLIO

When you want answers you start online. The world of apps and bots, data and
algorithms. But for all the stats and fast facts, you won't find the answers to
life's big questions. That comes when you connect with real people.




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HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted,
we believe now more than ever, the right advice has the power to transform the
future for you and your family.





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OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are - in
just the way you choose - and work with you to get where you want to go. That’s
advice, your way.


FLEXIBILITY

Juggling schedules and trying to get family together in one place or getting
financial advice for your wealth management questions shouldn’t be stressful.
That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or
on a group video call with everyone in your family – unrestricted by regions and
time zones.




PERSONALIZED ADVICE

Planning is personal. We provide different levels of service that you can choose
from – so you get what’s most effective for you. We will help you find your
preferred approach – whether you want to plan for a specific target goal,
comprehensive wealth management advice, or anything in between.




ENGAGED RELATIONSHIPS

Communication is integral to how we work with you. We will review, adjust and
adapt your plan based on your engagement preferences, and we’ll stay connected
with you – through your channels of choice.

How we work



TESTIMONAL ADVICE YOUR WAY



WE'RE HERE FOR YOU


01 / 04

> Working with our financial advisor is everything our family could've hoped
> for. We are tremendously grateful for all the work that he does. He has
> assisted us with getting our finances organized, helped our mother form a
> solid succession plan, and also helped plan for our children to attend post
> secondary school without incurring debt. All three generations of our family
> look forward to continuing to work with him for all the different stages of
> our planning needs.
> 
> Investment Planning Counsel client since 2015

David Cinelli, Real Estate Agent, Royal LePage



WE'RE HERE FOR YOU


02 / 04

> Learning a different language is never easy. But with Jason as our interpreter
> and guide to the world of investing and financial planning, we have a much
> better understanding of how to make our money work for us. We now have a
> rosier picture for our retirement. Whether it be a leisurely local luncheon,
> or a detailed email to us while we're travelling the globe, Jason is readily
> available with studied options and thoughtful advice. We appreciate all you do
> for us Jason - thanks, merci, salamat, dhanyavaad, obrigado!
> 
>  Investment Planning Counsel clients since 2009

Brixton Lagac (Teacher) and Gurvinder Virk, (Chiropractor & Founder of the St.
Lawrence Wellness Centre)



WE'RE HERE FOR YOU


03 / 04

> Chris has been our financial advisor since 1995. My wife Manjula and I are
> trusting him and his team with our hard-earned money. I have utmost trust in
> his ability, knowledge, and investment strategy. I have tested his ability and
> asked some hard questions, especially when the markets were not doing well. I
> always listen to him and trust his opinion, and appreciate it even more during
> the tough times. 
> 
> Investment Planning Counsel clients since 2000

Anil and Manjula Sharma, General Managers, New World Friction



WE'RE HERE FOR YOU


04 / 04

> I have absolute trust in working with my Advisor because he truly cares about
> my financial welfare and takes the time to explain his recommendations in a
> way that makes sense to me. He is committed to understanding my needs and
> providing guidance while respecting my overall aversion to risk. He is very
> proactive in keeping in touch and always make sure my plan is up to date and
> relevant for my current situation and future goals.

Fanaye Whyte, Physiotherapist & Co-Principal, East York Massage & Physiotherapy
Studio





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TRADITIONAL LANDS ACKNOWLEDGEMENT STATEMENT



Investment Planning Counsel head office is located on the home and traditional
lands of many nations including the Mississaugas of the New Credit, the
Anishnabeg, the Chippewa, the Haudenosaunee, the Huron and the Wendat peoples
and is now home to many diverse First Nations, Inuit and Métis peoples. Our
clean drinking water comes from Lake Ontario. We are grateful to have the
opportunity to work in this community and also recognize our employees and
advisors working from places, near and far, acknowledging the traditional owners
and caretakers of those lands.




FOOTER - GLOBAL


HEAD OFFICE
 
5015 Spectrum Way, Suite 200
Mississauga, ON
L4W 0E4
Local: 905-212-9799
Toll Free: 1-877-212-9799
Email: info@ipcc.ca 
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© 2021 Investment Planning Counsel

 








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and are committed to providing a website that is accessible to the broadest
possible audience, regardless of ability.

To fulfill this, we aim to adhere as strictly as possible to the World Wide Web
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level. These guidelines explain how to make web content accessible to people
with a wide array of disabilities. Complying with those guidelines helps us
ensure that the website is accessible to blind people, people with motor
impairments, visual impairment, cognitive disabilities, and more.

This website utilizes various technologies that are meant to make it as
accessible as possible at all times. We utilize an accessibility interface that
allows persons with specific disabilities to adjust the website’s UI (user
interface) and design it to their personal needs.

Additionally, the website utilizes an AI-based application that runs in the
background and optimizes its accessibility level constantly. This application
remediates the website’s HTML, adapts its functionality and behavior for
screen-readers used by blind users, and for keyboard functions used by
individuals with motor impairments.

If you wish to contact the website’s owner please use the website's form

Screen-reader and keyboard navigation

Our website implements the ARIA attributes (Accessible Rich Internet
Applications) technique, alongside various behavioral changes, to ensure blind
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browse and operate your site effectively. Here’s how our website covers some of
the most important screen-reader requirements:

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    adjustments at any time, users need only to press the Alt+1 keyboard
    combination. Screen-reader users also get automatic announcements to turn
    the Screen-reader mode on as soon as they enter the website.
    
    These adjustments are compatible with popular screen readers such as JAWS,
    NVDA, VoiceOver, and TalkBack.
    
    
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    website’s HTML and adds various behaviors using JavaScript code to make the
    website operable by the keyboard. This includes the ability to navigate the
    website using the Tab and Shift+Tab keys, operate dropdowns with the arrow
    keys, close them with Esc, trigger buttons and links using the Enter key,
    navigate between radio and checkbox elements using the arrow keys, and fill
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    Additionally, keyboard users will find content-skip menus available at any
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    Users can also use shortcuts such as “M” (menus), “H” (headings), “F”
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Disability profiles supported on our website
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   use the website by eliminating the risk of seizures resulting from flashing
   or blinking animations and risky color combinations.
 * Vision Impaired Profile: this profile adjusts the website so that it is
   accessible to the majority of visual impairments such as Degrading Eyesight,
   Tunnel Vision, Cataract, Glaucoma, and others.
 * Cognitive Disability Profile: this profile provides various assistive
   features to help users with cognitive disabilities such as Autism, Dyslexia,
   CVA, and others, to focus on the essential elements more easily.
 * ADHD Friendly Profile: this profile significantly reduces distractions and
   noise to help people with ADHD, and Neurodevelopmental disorders browse,
   read, and focus on the essential elements more easily.
 * Blind Users Profile (Screen-readers): this profile adjusts the website to be
   compatible with screen-readers such as JAWS, NVDA, VoiceOver, and TalkBack. A
   screen-reader is installed on the blind user’s computer, and this site is
   compatible with it.
 * Keyboard Navigation Profile (Motor-Impaired): this profile enables
   motor-impaired persons to operate the website using the keyboard Tab,
   Shift+Tab, and the Enter keys. Users can also use shortcuts such as “M”
   (menus), “H” (headings), “F” (forms), “B” (buttons), and “G” (graphics) to
   jump to specific elements.

Additional UI, design, and readability adjustments
 1. Font adjustments – users can increase and decrease its size, change its
    family (type), adjust the spacing, alignment, line height, and more.
 2. Color adjustments – users can select various color contrast profiles such as
    light, dark, inverted, and monochrome. Additionally, users can swap color
    schemes of titles, texts, and backgrounds with over seven different coloring
    options.
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    of a button. Animations controlled by the interface include videos, GIFs,
    and CSS flashing transitions.
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    as links and titles. They can also choose to highlight focused or hovered
    elements only.
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