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Welcome to CORE Partners Financial

CORE Partners Financial is a select group experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners Financial uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners Financial provides unbiased financial advice to individuals, business owners and their families.

 


Why should you choose us?

 

Meet the team


 

Meet the Team

 

How can we help?

 
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The Value of Advice

 
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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Our Perspective: Reset | Realign | Rethink

15 April, 2021

Reset | Realign | Rethink

In his Q1 update, Counsel’s Chief Investment Strategist, Rana Chauhan, reflects on the investment challenges of 2020, the companies that benefited from changing cons
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Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
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estate planning Protecting Your Heirs and Beneficiaries

15 March, 2021

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend
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