Investment Planning Counsel recognized for client service excellence As an Advisor, I’m committed to staying on top of your financial needs and objectives, and delivering investment and planning solutions well suited to your unique circumstances.
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Why do you need a financial plan? Having a comprehensive plan is important. Studies show that Canadians with comprehensive financial plans enjoy a greater sense of emotional and financial well-being compared to those with limited planning.
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Being mindful makes a difference. Here’s how. Reducing stress and reconnecting with the present moment through mindfulness. We’re pulled in many different directions every day. And our minds blindly follow. We worry about upcoming appointments and wonder if bills were paid.
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Pellegrini Financial |
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Email sent from Pellegrini Financial - admin@pellegrinifinancial.com 4914 - 55th Street Red Deer, AB T4N 2J4 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |