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Additional Information

Not BBB accredited

Additional Information for Investment Planning Counsel

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This is a multi-location business.

Find a Location

Investment Planning Counsel has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Please enter a valid location.
    • Investment Planning Counsel

      1545 Carling Avenue Suite 504 Ottawa, ON K1Z 8P9

    • Investment Planning Counsel

      1525 Carling Avenue, Suite 504 Ottawa, ON K1Z 8R9

    Location of This Business
    1545 Carling Avenue Suite 504, Ottawa, ON K1Z 8P9
    BBB File Opened:
    1/10/1992
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of 125978130 for this business, issued by Canada Revenue Agency

    These agencies may include:

    Canada Revenue Agency

    875 Heron Road, Ottawa Technology Centre

    Ottawa ON K1A 1

    800-2676999

    https://www.cra-arc.gc.ca/

    BBB records show a license number of 96039166 for this business, issued by Financial Services Commission of Ontario

    These agencies may include:

    Financial Services Commission of Ontario

    5160 Yonge Street, P.O. Box 85

    North York ON M2N 6

    800-6680128

    https://www.fsco.gov.on.ca/

    BBB records show a license number of 943109 for this business, issued by Oncorp Direct Inc.

    These agencies may include:

    Oncorp Direct Inc.

    1033 Bay Street, Suite 313

    Toronto ON M5S 3

    800-4617772

    BBB records show a license number of 1799769 for this business, issued by Oncorp Direct Inc.

    These agencies may include:

    Oncorp Direct Inc.

    1033 Bay Street, Suite 313

    Toronto ON M5S 3

    800-4617772

    Type of Entity:
    Corporation
    Number of Employees:
    5
    Alternate Business Name
    • Investment Planning Counsel
    • Craig & Taylor Associates
    • 1799769 Ontario Inc.
    • Independent Planning, Ottawa Central
    • 943109 Ontario Inc
    Business Management
    • Sonia LeRoy
    Contact Information

    Principal

    • Sonia LeRoy

    Customer Contact

    • Sonia LeRoy
    Additional Contact Information

    Fax Numbers

    • (613) 238-8035
      Primary Fax

    Email Addresses

    Website Addresses

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