For over 16 years Investment Planning Counsel in Orillia has been 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.

Our team of professional financial consultants have been a part of the community for the last 20 years. We love giving back to our home of Orillia by setting up your family and future generations with financial services. Investment Planning helps in all aspects of your life including retirement planning, estate planning, and RRSP setup. Get ahead of the game and open up a children’s education fund. Visit or contact us today to schedule your consultation. more... See more text