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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.

Our Perspective

1 May, 2018

Our Perspective – Making Sense of What’s Going On

In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the
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wealth

4 April, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
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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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Audiocasts

Listen to insights from our market specialists  

 

 

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