For the life you have, and the one you want.
As your trusted financial advisors and life coaches, Shelley, Michael and Sandra all strive to provide value to you and to always be there to guide you.
Show up on Time
Do What We Say
Finish What We Start
Say Please and Thank you
Each of these four habits is based on showing respect and appreciation for other people. Many of our business principles are derived from The Strategic Coach®.
When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
Advice can have a positive and significant impact on the growth of your financial assets.
4 - 6
Years of advice
7 - 14
Senior Wealth Advisor, CFP®, EPC, RRC, CEA
Michael Leonardelli, BAS
For advice that makes a difference
28 November, 2023
Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small...
21 November, 2023
It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you...
14 November, 2023
In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different...
Move forward with financial confidence
For the feedback that makes us... us.
Because we are impressed with the services you and your team have provided we would definitely like to continue doing business with you. Therefore we will keep you briefed on any changes and look forward to meeting with you again to continue our discussions and further review our financial goals. This will include a more thorough review of our life insurance needs, investments and tax reduction strategies.
Michelle Landry and Mike Griffiths
Kelly and I would just like to thank you and your team for all the hard work that you put into our challenging pension situation. We certainly did not foresee all the roadblocks and obstacles that we ran across during this negotiation process and are glad that we had the Pension Specialist guidance to get us over the hump. We also appreciate the fact that you are still pursuing the excess payout that we hope to receive in 2010. Without all the dedication you personally put in as well as your team I would have been a statistic and travelled the normal route getting whatever they felt I was entitled to
The content of this book has not been reviewed by, nor does it have a direct relation to, Investment Planning Counsel. The material is general in nature and should not be construed as investment advice, nor should it be relied upon when making investment decisions. Products and services mentioned are for informational purposes only. No offer is being made in any jurisdiction in which such solicitation or offer would be unlawful.