Our Team
15 Years of Experience
Senior Financial Advisor
Greg Dowdall, CFP®, CIM®, FCSI®, CLU
Administrative Assistant
Cristina Neacsu
Praise is best heard in the third person
"My husband and I started working with Greg just after we got engaged to plan our wedding without going into major debt. With his guidance and knowledge we were able to pay off our current debt at the time, pay for our entire wedding PLUS renovate our kitchen. We always look forward to his house calls and spend several hours afterwards discussing the advice given. Thanks to Greg's help we are well on our way to a stable financial future and hopefully will be working with him for many more years to come!" - Krista & Trevor Shelly
Praise is best heard in the third person
"When we first moved to the area, we wanted a local financial planner who was accessible, knowledgeable and one who understood our needs and lifestyle. We met with Greg and found him able to understand our requirements for our family. He took time to review our situation for life insurance, retirement planning and RESP’s. We were able to come up with a workable plan that we are very happy with. Greg is a very approachable person who is easy to talk to and able to explain the investments in terms that are easy to understand. We have no trouble recommending Greg to our friends and family." - D & K Wicks
Praise is best heard in the third person
"I first met Greg about four years ago when I was just about to retire. I found him to be very professional and explained everything in terms that I could fully understand. Over the past four years Greg has kept me up-to-date with all the latest news and information through newsletters and e-mails and he is always available to meet with me to discuss my portfolio, make recommendations and answer any questions that I have. I wouldn’t hesitate to recommend Greg as a financial planner." - Pat Peltomaki
Praise is best heard in the third person
"Exceptional Service best describes the experience I have had in my consultations with Greg Dowdall. He has the ability to share his knowledge & expertise in a professional but easy to understand language & to tailor a financial plan specifically for me for my immediate needs & long term goals. It feels reassuring to know that I am being addressed as an individual--something that has been sadly lacking prior to meeting Greg. Communications with Greg & his staff is excellent ++, speedy & direct with no long waits for responses or delays in completing transactions. This is outstanding in a time when it can take days to get return calls etc & it is particularly valued. I would highly recommend Greg & his staff to anyone who is seeking a first class financial advisor.” - N. Downes
Praise is best heard in the third person
"Our experience with Investment Planning Counsel has been extremely positive. We first met Greg Dowdall at a seminar on "Personal Financial Planning" a couple of years ago. Having always looked after our own investments we were somewhat reluctant to divulge our personal finances to a financial advisor who was a stranger to us. We set up an appointment with Greg to meet at our home. Greg soon put us at ease after asking questions about our needs and investment knowledge; he soon became aware of our "comfort zone". We are comfortable with how our financial matters have been handled to our specific needs as we are consolidating to better enable us to handle our finances as we move forward into retirement. Greg has offered clear financial advice whilst remaining aware of our conservative n