What does the future look like?

Find out

View more

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?

 
Learn More

The Value of Advice

 
Learn More
 

Spotted in the news

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

Light at the End of the Tunnel

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has s
Read more

our perspective

16 July, 2020

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witness
Read more

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
Read more

 

Subscribe to The CORE Partners Financial Monthly E-Wealth Newsletter

We Would Like To Hear From You

Get in touch