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Welcome to CORE Partners Group

CORE Partners is a select group of 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 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 provides unbiased financial advice to individuals, business owners and their families.

 

 

Meet the team


 

Meet the Team

 

How We Can 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: Steady Recovery Despite Recent Market Reset

1 November, 2021

Our Perspective: Steady Recovery Despite Recent Market Reset

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, reminds investors that staying focused on their investment goals means embracing the realities
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Family talking to a advisor on a coffeee

5 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
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The Importance of Estate Planning What, why, who, and how explained

11 June, 2021

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind
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