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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.

20 January, 2021

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide.
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Financial Planning for the Unexpected

15 January, 2021

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing b
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greatest Wall street rally of all time

14 January, 2021

Our Perspective – Reflecting on 2020

In this four-minute video, Counsel’s Chief Investment Strategist Rana Chauhan recaps the year that was while looking ahead to 2021. He outlines several key points th
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