Investment Planning Counsel Halton Hills

Investment Planning Counsel Halton Hills

 
 
 
 
 
 
 
 
 
 
 

Investment Planning Counsel Halton Hills

20 Guelph St
Georgetown, ON L7G 3Z4 | map | directions
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IPC – Halton Hills has been providing comprehensive financial planning solutions since 1991. Our firm believes that financial planning is an ongoing process that helps you live life the way you choose. Our unique process delivers a holistic financial plan that addresses the individual financial objectives of the client. We are empathetic to our client’s objectives and are diligent at implementing solutions. We regularly review your progress towards your goals and dreams with you, to ensure your plan is on track.

Our team is involved in the community: Brett Worby - Brett has served on the Board of Directors for the Kiwanis Club of Georgetown since 1996, and is the past president of the club. He is currently the treasurer of the foundation.

Helen MacCormack - Helen served on the board of directors as treasurer for Literacy North Halton from 2002-2014, and is Past Chair of Halton Hills Chamber of Commerce. She is the Past President of the Optimist Club of Halton Hills.

David Martel – Since joining the team in May 2009, he has made his mark with his specialized skills in individual insurance, group insurance, tax efficient solutions and financial planning. This comprehensive offering allows him to be of great value to both families and business owners. Above all, David is most passionate about connecting with his clients. This connection allows him to gain a true understanding of his client's dreams and goals.

Justin Worby - Justin has helped the Optimist Club of Halton Hills with their annual Santa Calling program for local children, as well as the Kiwanis Club of Georgetown with their Lobsterfest and been involved in helping with the Georgetown Santa Claus parade. Most near and dear to his heart, he spends time coaching baseball skills and fundamentals to youth in the community.

Feel like something is missing from your financial planning? Please call us for a second opinion. We’ll be there.
Member Since: 1987
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 (Date: 8/19/2019)