Dennis Financial Team - Our Services

By: Dennis Financial  09-12-2011

Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources … and to protect against risks along the way.

Our team can show you how to:


Other products and services from Dennis Financial

09-12-2011

Dennis Financial Team - Pay Less Tax

In fact, the average Canadian forfeits almost half of his or her income to various forms of taxes each year, representing a major obstacle to accumulating wealth and realizing their dreams. Deferring income to a future year and splitting income with a family member are some of the other strategies we will explore with you.


09-12-2011

Dennis Financial Team - Becoming Mortgage Free Faster

As a full-service mortgage broker, IPC Save also offers a full spectrum of mortgage and lending services – from pre-approvals and rate guarantees to flexible payment options and refinancing. Because Investment Planning Counsel is an independent company, our team can shop the market for the best interest rates on your behalf. One way to get there faster is to minimize interest on loan payments and maximize the interest you earn on your savings.


09-12-2011

Dennis Financial Team - Tailoring our Services to Your Needs

As part of our overriding goal to help you live your dream, IPC has developed a process and set of services for specific groups of people who share similar needs and financial goals. Building on this framework, we then tailor each service to the individual situation of each client. Learn more about the special set of services we provide.


09-12-2011

Dennis Financial Team - Retire in Comfort

Whether you are planning to retire or have already retired, our team can help you quantify the cost of the lifestyle you desire and create a realistic plan to support it. Based on an analysis of your situation and goals, your plan works to balance your everyday needs with those for the future to allow you to live your life comfortably.


09-12-2011

Dennis Financial Team - Plan Your Estate

Yet a failure to plan can unnecessarily compound the stress of a death or disability, increasing the financial and emotional burden for families and in some cases leading to dire consequences. Through Investment Planning Counsel Estate Services, we can offer solutions such as life, disability and critical insurance and provide other strategies to manage risk and plan your estate.


09-12-2011

Dennis Financial Team

It allows us to choose from an array of investment options to build the optimal portfolio for your needs – one that will help you earn the long-term rate of return you need to reach your goals, at a risk level you are comfortable with in the near term. Our clients take comfort knowing that IPC professionals are continuously monitoring portfolio performance against the changing market context, based on specific criteria rather than emotion.