Dan Johnstone

Investment Advisor @Investment Planning Counsel

Listens to the financial goals and objectives of each client and answers any questions they have. • Discusses each client’s milestones and goals and obtains an understanding of their unique financial situation. • Reviews personal finances, assesses cash flow and net worth and discusses risk management and any insurance* needs. • Supports the development of comprehensive and tailored strategies that can help clients build their wealth and manage unforeseen circumstances. • Helps to simplify complex terms and empowers each client to make the right decisions for their family and their business. • Meets with clients on a regular basis to ensure their financial plan stays on course or modifies the plan when needed.*Insurance provided by IPC Estate Services.