Mutual Funds Dealer 
Mutual funds dealer
Provincial legislation requires that investment fund advisors providing mutual fund sales and advice to be provincially licensed and registered with a mutual fund dealer. We have chosen Investment Planning Counsel as our mutual fund dealer.
Investment Planning Counsel is one of Canada´s leading financial organizations, providing service and support to an exclusive network of investment fund advisors. By providing administrative support, research, professional development and integrated technology, Investment Planning Counsel provides us with the tools to deliver excellent reporting and processing to our clients.
Investment Planning Counsel is a Canadian-owned company.
