The Beaches Financial Group

Meet our Team! - The Beaches Financial Group

The Beaches Financial Group develops retirement solutions and implementation plans to address specific issues of clients in or approaching retirement. Our team specializes in helping conservative investors reach their financial goals. We are committed to helping our clients make sense of an increasingly complicated financial world, evaluate each client’s unique circumstances and coordinate all areas of their personal financial plan. In short, we act as an independent personal financial coach. The overall plan is designed to illustrate what is required to reach your goals.

     Meet our team

©2012 Investment Planning Counsel ~ Last updated: May 19, 2011 at 10:55 AM ~ 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.