• Get the Facts on TFSAs

    It’s Time to Have a Risk Management Review?

    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

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  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

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    Take control of Your Retirement Income

    Retirement is too important to leave to chance. Whether you are planning to retire or have already retired, learn the factors that could impact your retirement income.

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  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Perspective through PlanningWe are a group of client focused financial service professionals, with over 50 years experience in the financial services industry.
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Ian Bagnell & Phil Jackson of Perspective through Planning


Contact Our Team

Our clients know they can rely on:


  • a defined, consistent approach to financial planning 
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
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Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

PREPARE. PLAN. PROTECT

You face significant challenges when planning for your retirement, Counsel Retirement Portfolios are designed specifically to reduce the impact of market declines, offer long-term growth potential and provide steady retirement income.
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IPC Manager Insights

IPC Manager InsightsFeaturing short audio interviews with our IPC Private Wealth investment specialists. Click here to read full report
 
  • Being on par in terms of price and quality only gets you into the game. Service wins the game.

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  • One of the great secrets of life is that all that is really worth doing is what we do for others.

    - Lewis Carol