Uncommon
Solutions
to Secure
Your Future
ICP Planning works with business owners, families and their trusted advisors to secure the long term preservation of the wealth they have created. ICP Planning also works with these families to ensure a successful transition of the wealth to future generations.
ABOUT US
What Makes Us Different?
The team at ICP Planning believes in education and collaboration with our clients and their advisors. We bring ideas and work with you to develop your plans for the present and the future. Where we really stand apart, is that a member of our team will be with you throughout the lifecycle to make sure your plan continues to meet your needs.
You often need to ask yourself if you have fair knowledge of the financial world, and do you understand the financial instruments, as well as have the time to monitor, evaluate, and make decisions that will affect the success and longevity of your family legacy.
OUR TEAM
Ross Young
CA, CFP, FEA
I help others gain an intimate understanding of their goals and values. This helps them do more of what they love, and worry less about what troubles them. My expertise is as a Chartered Accountant and Certified Financial Planner specializing in tax, estate, and philanthropic planning. I use my skill set to help business owners and professionals navigate the complexity of their family assets.
I want to ensure that you are happy with the legacy you leave behind. My certification and experience as a Family Enterprise Advisor add depth to the solutions I offer for your unique challenges.
Working with the community, doing philanthropy work, and spending time with my family are my passions. My passions push me to ensure others can enjoy their passions.