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Tom Weichel, CLU

Investment Advisor

James Bisson, CFP®, EPC

Associate Advisor

SPOTTED IN THE NEWS

net worth

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che

24 October, 2018

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doi

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4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

 

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Our Media Library

Here is a collection of client educational videos, hear from qualified Investment Specialists on today's market matters.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Our Locations

Peterborough Office

565 Water Street 
Peterborough, ON K9H 3M7
Email: debra.weichel@ipcsecurities.com
Directions

Cobourg Office

245 Division Street
Cobourg, ON K9A 3P9
Phone: 905-377-9592
E-mail: jane.clarke@ipcsecurities.com
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