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Lisa Leverington
Certified Financial Planner at Investment Planning Counsel
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Work Experience
Certified Financial Planner
Sep 2014 - Present · 10 years and 3 months
meritage financial group
Former Partner
2001 - 2009 · 8 years
Company Details
501-1000 Employees
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - IGM Financial and Power Financial Corporation.
Year Founded
1996
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Management, Scientific, and Technical Consulting Services, Services
HQ Location
5015 Spectrum Way Suite 200 Mississauga, Ontario L4W 0E4, CA
Keywords
wealth management serviceswealth managementtax and estateinvestment management solutionsinvestment services investingflow and insurancecommunication templatewealth management advicerelationships communication
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