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Welcome to Core Partners Financial

CORE Partners Financial is a select group of experienced, like minded 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.

TFSA and RRSP

18 February, 2020

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs.
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money

7 February, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
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money facts

22 January, 2020

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
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Market Monitor

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