Colin M. Corner Email & Phone Number
@ipcc.ca
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Who is Colin M. Corner? Overview
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Colin M. Corner is listed as President at Corner Planning Limited, based in Brantford, Ontario, Canada. AeroLeads shows a work email signal at ipcc.ca and a matched LinkedIn profile for Colin M. Corner.
Colin M. Corner previously worked as Wealth Advisor / Associate Portfolio Manager at Ipc Securities Corporation & Ipc Private Wealth and President/Branch Manager at Mutual Financial Solutions. Colin M. Corner holds Ba, Economics from Mcmaster University.
Email format at Corner Planning Limited
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AeroLeads found 1 current-domain work email signal for Colin M. Corner. Compare company email patterns before reaching out.
About Colin M. Corner
At The Wealth & Benefits Group, our goal is to help our clients: “Dream | Plan | Achieve”. This is both our promise and our commitment.As a Chartered Investment Manager (CIM®) and a Certified Financial Planner (CFP®), I specialize in high net worth money management. Wealth strategies at a certain financial level can be extremely complicated. I work collaboratively with my clients to ensure we have a proper plan in place so that they can save certain taxes while managing both risk and returns.I have almost 30 years’ experience, often working with three or four generations of families, and I’m honoured to have built my practice based on longstanding relationships and trust. Many clients come to us with unique and often challenging circumstances or objectives. They feel reassured in our experience and the resources we make available to develop a solid financial foundation so their family or business is well taken care of. My family and I also live on a hobby farm in Haldimand County, Ontario and I have additional experience advising on farm succession planning. In addition, we serve a number of community-based local mutual insurance companies. I’m proud to have received the Investment Planning Counsel award for “Best Client Experience” in 2011, for my commitment to my clients and helping them reach their goals. If you have any questions, or would like to connect, please contact me at colin.corner@ipcsecurities.com or 519-752-0665
Listed skills include Wealth Management, Investments, Insurance, Strategic Financial Planning, and 31 others.
Colin M. Corner's current company
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Colin M. Corner work experience
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Wealth Advisor / Associate Portfolio Manager
As a Wealth Advisor with the Wealth and Benefits Group, I work with a wide range of high net worth individuals, families, small business owners and farmers. My team and I specialize in developing effective, highly-personalized solutions based on the unique needs of our clients. Our services are individually-tailored to address a wide range of financial needs. With almost 30 years of experience as an Advisor, executive and business owner, I've gained valuable experience and have an in-depth understanding of credit, corporate benefits programs, corporate tax planning, retirement income, educational savings as well as estate and succession planning. My role is to be both a trusted advisor and financial concierge who looks to simplify the complex world of financial management and define effective solutions for my clients. As a testament to this approach, we are deeply honoured to have multiple 3rd and 4th-generation family relationships. ** Insurance Disclaimer - Insurance products available through IPC Estate Services Inc.At the Wealth and Benefits Group, we specialize in:• Private Wealth • Investment Services • Personalized Family Wealth Management• Corporate investments• Estate & Tax planning• Risk Management & Insurance Solutions • Employee Benefits & Retirement Plans • Retirement Income Planning• Tax planning
President
At Corner Planning Limited, I act as an investment governance consultant for corporate boards and investment committees to develop corporate investment policies, governance and other best practices solutions. In addition, we provide insurance services such as employee benefit and group retirement programs.
President/Branch Manager
At Mutual Financial Solutions, I helped launch and grow a successful financial planning agency for a group of local mutual P&C insurance companies. Acting as both Senior Advisor and Branch Manager we built a team of over 25 licensed associates serving clients across Ontario
Trust & Investment Services Manager
I specialized in developing HNW business in the areas of fee-based investment management, estates and trust services
Manager, Business Development
Covering Southwestern Ontario, my responsibilities were solely focused on the needs of high net worth clients and successfully opening this new division to provide Discretionary Asset Management, Investment Custody Services, Estate & Trust services.
Account Manager, Private Banking
Advancing through a series of front-line positions, providing investment management advice, while managing a large personal and commercial credit portfolio specializing in high net worth and professional clients. Excellent experience helping clients manage "both side of their balance sheet"
Colin M. Corner education
Ba, Economics
Education record
Frequently asked questions about Colin M. Corner
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What company does Colin M. Corner work for?
Colin M. Corner works for Corner Planning Limited.
What is Colin M. Corner's role at Corner Planning Limited?
Colin M. Corner is listed as President at Corner Planning Limited.
What is Colin M. Corner's email address?
AeroLeads has found 1 work email signal at @ipcc.ca for Colin M. Corner at Corner Planning Limited.
Where is Colin M. Corner based?
Colin M. Corner is based in Brantford, Ontario, Canada while working with Corner Planning Limited.
What companies has Colin M. Corner worked for?
Colin M. Corner has worked for Corner Planning Limited, Ipc Securities Corporation & Ipc Private Wealth, Mutual Financial Solutions, Bmo Harris Private Banking, and Cibc Wealth Management.
How can I contact Colin M. Corner?
You can use AeroLeads to view verified contact signals for Colin M. Corner at Corner Planning Limited, including work email, phone, and LinkedIn data when available.
What schools did Colin M. Corner attend?
Colin M. Corner holds Ba, Economics from Mcmaster University.
What skills is Colin M. Corner known for?
Colin M. Corner is listed with skills including Wealth Management, Investments, Insurance, Strategic Financial Planning, Retirement Planning, Mutual Funds, Financial Advisory, and Estate Planning.
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