I have personally known Rob for over 20 years. He is one of Investment Planning Counsel's top Advisors in Canada. He has a proven system for dealing with all of his client's needs and providing stewardship over their assets. I would highly recommend anyone looking for high quality wealth management advice to speak with Rob. - Chris S. Reynolds, Co-Founder, President and CEO, Investment Planning Counsel
It has been great working with Rob over the last number of years.
It has been great working with Rob over the last number of years. He is someone I trust, and someone I enjoy working with. He has provided me with the knowledge and direction to help plan my financial future. - Jayna Hefford, 2018 HHOF Inductee, Commissioner of the CWHL, 4-time Olympic Gold Medalist, Speaker, University of Toronto Graduate
Many of Rob and Paul's clients have come to them by word of mouth
Many of Rob and Paul's clients have come to them by word of mouth - I did and I have not been disappointed. What's different about them is that they don't just build financial plans, they have built a long-term relationship - Paul Boniferro, McCarthy Tetrault LLP, Partner
They understood where I was coming from and where I wanted to go right away
They understood where I was coming from and where I wanted to go right away. They then developed a plan for my family and I, that made real sense. With their assistance, the implementation of the plan went smoothly and I feel secure in my financial future. - Tom Oldfield, Xerox Canada Director, Supplies, Business Unit
They took the time to get to know me
They took the time to get to know me. Their no-nonsense approach was refreshing and thanks to their commitment, my financial future is right on track. - B. Shanks, Grip Limited, Managing Partner