Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Courtney Smith

Investment Advisor

Courtney has been with Investment Planning Counsel since 2003. She believes her years of working alongside Gregory as a licensed assistant was an ideal foundation for her work...

Greg Smith

CFP®
Investment Advisor - Retired

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Courtney Smith

Investment Advisor

Courtney has been with Investment Planning Counsel since 2003. She believes her years of working alongside Gregory as a licensed assistant was an ideal foundation for her work as an investment advisor.

Attention to detail, listening skills and great empathy are symbols of her appreciation by her clients. She is effectively supported by a team of administration and investment product specialists whose team work and professionalism help her build long-term relationships with her growing client base and provide excellent client service.

In 2005, Courtney received her Advanced Ontario Diploma from George Brown College for Financial Services Management. She has completed the Canadian Securities Course and the Wealth Management Essentials Course.

Greg Smith

CFP®
Investment Advisor - Retired

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.