The Caledonia Branch


The Caledonia team consists of -

▪ Roland Craig (Manager) 
▪ Barry Malcolm CFP (Co-Branch Manager) 
▪ Jason Kays (Associate) 
▪ Carol Craig (Office Administrator)

Although small in numbers they provide excellent service. Community involvement is an integral part of their philosophy in living and working alongside their clients. The teams combined knowledge, experience and integrity allow them to capably assist their clients to reach their financial goals and “Live Your Dream”


Why Investment Planning Counsel?

Investment Planning Counsel (IPC) is a Canadian wealth management company, with over $7.4 billion of investment assets under administration and over 500 advisors across the country. IPC is part of IGM Financial Inc., a TSX listed company, and a member of the Power Financial Corporation group of companies, one of the largest financial companies in Canada.This strength and stability ensures that our clients receive the care and attention they deserve to help them achieve their goals and live their dreams.

Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.