Our Team

Marco Cancelliere currently heads up the Woodbridge office of Investment Planning Counsel™.

Prior to devoting his career to financial planning, Marco was involved in public accounting for several years where he obtained his extensive knowledge in tax matters and business practices.

Marco attended York University where he studied economics. He has successfully completed the Canadian Investment Funds, Canadian Securities, and Conduct and Practices courses. He has also completed the Personal Financial Planning and Wealth Accumulation sections of the Certified Financial Planner (CFP) Program. He holds a Level Two Life and Disability Insurance License.

Over the years in meeting with clients, associates, and friends, Marco realized that financial planning was not a priority to many. The importance of financial planning was never brought to the forefront with clients. For this reason he is motivated to educate people about financial planning. His objective is to understand your financial needs and realities and develop a strategy together with each client to meet those needs. Whether those needs are for retirement, education or estate planning, the goal of the strategy is to ensure a healthy financial future for each client.

Communication and service are of prime importance in developing relationships, trust and strategies. Clients must feel they are part of the process, and are encouraged to participate in the formulation of their investments or financial plans. Listening, advising and servicing the client’s needs, instead of just telling them, accomplish this. This is Marco’s mission.