New clients accepted by referral only.
At the Smith team, we work with clients who put family and friends first. Clients who see money, health and wealth as the tools that will enable them to do just that – both today and in their dreams for their future. Even though the path to a dream will not always be a straight line, we walk alongside our clients to take the financial uncertainty and the worry out of life’s major events so that they can focus on accumulating and sharing experiences with those they love.
As all of our clients already know, we seek to understand their goals, needs and fears. We’ve helped them to paint a picture of the future they truly want and then build the roadmap to get there. When it comes to wealth management, we believe in taking a consistent approach rather than following the latest investment fad. We’re ready to ask the hard questions and are pleased that our clients expect and demand nothing less than the best. It’s a mutual commitment based on trust and confidence.
With the future as our focus, we help clients to lead the life they love today while we work behind the scenes to help them build the life they dream of tomorrow.
At Investment Planning Counsel, we’re committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life.
With early planning and expert guidance from IPC, even the most elusive dreams can become a reality.
Helping you Live Your Dream
The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools.
What is Your Dream?
Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example:
• To buy a home or vacation property?
• To start a business or pursue a hobby?
• To help a child or grandchild get a great education?
• To travel to far-away places … in retirement or before?
• To leave a legacy to family members or a favourite charity?
Whatever your dream, it’s important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not.
Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible.
Now you’re ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.
Disclaimer: The information contained herein is for NS residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.