Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo

at 204A-375 University Ave E, Waterloo , N2K 3M7 Canada

1. Financial Planning

At Investment Planning Counsel, we're committed to helping you live your dream.

Description

I have over 20 years of Financial Planning knowledge. My clients consist of mainly professionals and retirees. It is my role to ensure that all aspects of my clients’ financial goals are achieved using a well-constructed, realistic financial plan that takes into consideration retirement planning, tax saving strategies and estate planning. My knowledge, experience and resources allow me to recommend strategies that include Investment funds, Segregated funds, annuities and GICs. I also have vast knowledge of insurance solutions and recommend products such as disability insurance, critical illness, long term care, universal life, whole life and term insurance. I also have experience establishing trusts to assist clients with tax planning for future generations. Insurance products are available through IPC Estate Services Inc.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

13 FB users likes Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo, set it to 19 position in Likes Rating for Waterloo, Ontario in Bank/Financial Service category

Summary

Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo is Waterloo based place and this enity listed in Financial Planning category. Located at 204A-375 University Ave E ON N2K 3M7. Contact phone number of Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo: 519-772-2500