Our Story
Welcome to Value Partners Investment Counsel, your trusted partner in wealth management and financial advisory services. Established in 2005 as a mutual fund company, we embarked on a journey driven by a singular purpose: to build the wealth of our clients, empowering them to achieve their financial goals and secure their futures.
As our clientele grew and their wealth evolved, so did our mission. Listening to our clients’ needs and aspirations, we recognized a demand for more comprehensive and holistic financial guidance. In 2017, we ventured into the realm of personalized investment counselling. This allowed us to extend our services beyond traditional mutual funds, ensuring that our clients received tailored advice to navigate the complexities of wealth management.
We constantly seek to enhance the quality and depth of our services. In 2023, we proudly partnered with Canada Life. This strategic alliance grants us access to some of Canada’s foremost thought leaders in tax and estate planning, enabling us to offer unparalleled insights and solutions to our clients.
At Value Partners Investment Counsel, we are committed to delivering the highest standards of service and expertise. Whether you are planning for retirement, managing your investments, selling your business, or seeking guidance on estate planning, our team is dedicated to supporting you every step of the way. We stand ready to be your trusted advisors, today and for generations to come.