Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources and to protect against risks along the way.
Find out how.
Working hand in hand with Investment Planning Counsel, Success ’N Planning has been formed to provide you with some of the very best in financial products, service and planning opportunities.
Since we started in our financial services practice, we have served you as independent financial professionals. We provide you access to some of the best in financial products, services and planning opportunities. In an effort to continue to improve on this service level, we have pooled our resources & built an extraordinary team of support specialists to work with you.
Success ‘N Planning, is a reflection of the goals & results of the work we seek to continually do for you. Financial Planning expertise, an enhanced collective product line and more support staff enable us to create greater success in the work we do!
We thank you for your ongoing support of through your decision to have us assist you in making a Success of your Planning.
Our Service Level Agreement with You
We have put in place a succession plan that provides for ongoing service for you. We act within our business in the same way we ask our clients to act in order to protect your businesses, your families and your employees.
We also want our clients to have access to a broader range of advisory skill sets and collective experiences that are available in a multi-advisor practice. We each bring with us, our referral base of other professionals in the banking, legal and accounting fields.
Our Greatest Asset
One of our greatest assets is our support team. They come to this firm with insurance, banking, investment and client service expertise that makes sure your affairs are professionally handled.
Disclaimer: The information contained herein is for NS residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.