As your trusted financial advisors and life coaches, Shelley, Michael and Sandra all strive to provide value to you and to always be there to guide you.


Our Commitment to our Clients

Show up on Time

Do What We Say

Finish What We Start

Say Please and Thank you


Each of these four habits is based on showing respect and appreciation for other people. Many of our business principles are derived from The Strategic Coach™.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

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OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

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Mature man in woodshop

The Value of Advice

Gain confidence about your financial future with the help of an IPC Advisor and discover the peace of mind that comes from personalized advice.

Read our eBook to learn more.

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Top 10 Questions to Ask Yourself

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OUR TEAM

25+ Years of Experience

Shelley Johnston

CFP®, EPC, RRC, CEA

Senior Wealth Advisor

Michael Leonardelli

BAS, RRC

Wealth Advisor

Our Team

What our clients say
about us





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Financial Success for women by women

The content of this book has not been reviewed by, nor does it have a direct relation to, Investment Planning Counsel. The material is general in nature and should not be construed as investment advice, nor should it be relied upon when making investment decisions. Products and services mentioned are for informational purposes only. No offer is being made in any jurisdiction in which such solicitation or offer would be unlawful.

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