Cody Beaton
Wealth Advisor at Investment Planning Counsel
Based in Montreal, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Montreal
Industry
Financial Services
Company size
995
Contact information
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c•••••••@ipcc.ca
Phone
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Background
About Cody Beaton
As a bilingual Wealth Advisor, my objective is to provide my clients with control over their future and an understanding of their financial health, achieved through goal setting, tailored financial planning, and behavioural coaching. I am passionate about educating my clients so that they may feel empowered in their financial decision-making and confident about their future.
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