Investment Planning Counsel - Russell Elford, CFP, RRC, Wealth Advisor

*Financial Planning *Succession Planning

Managing one's financial affairs is complex, time-consuming, and too important to leave to chance.

I believe this provides me with a unique opportunity to serve as each client's Personal Financial Manager. In fulfilling this role, I and my team assume responsibility for coordinating and managing our clients' evolving financial and personal needs from strategic investment plans, estate, insurance and retirement planning to tax and business matters.

I am an independent advisor that takes the time to completely understand each client in terms of his or her objectives and circumstances, then draws upon the collective talents of our team of associated professionals to delivery high quality advice and integrated life management solutions. This team includes chartered financial analysts, lawyers, accountants, insurance experts, financial planners and business managers. I strive to build lasting relationships with my clients in terms of their total life management needs. For me, life management is about continually doing things to simplify and enhance their lives. The result? Clients are better able to balance their personal, career, retirement and lifestyle objectives.

Insurance products available through IPC Estates Services Inc.