JM

Jaspal S. M.

Senior Financial Planner at Investment Planning Counsel

Jaspal S. M. is a Senior Financial Planner at Investment Planning Counsel and a Branch Manager & CFP at Personalized Wealth. With experience in Personal Insurance & Health Benefits advising at Personalized Wealth Strategies, Jaspal has a B.Comm. in Business from the University of Alberta.

Location

Edmonton, Canada

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Investment Planning Counsel

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.


Employees

501-1,000

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