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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


Bill Black, CExP™, CFP®, CIM®, CEA®

Wealth Advisor

Steven J. Coffey, CFP®

Wealth Advisor


Why should you choose us?

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.

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.
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budget

28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.
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Saving for your future may involve using both an RRSP and a TFSA.

21 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.
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