Helen Long

Co-branch Manager

Helen joined Investment Planning Counsel in 2002. She has over 20 years of experience in the financial industry. Helen performs trade reviews and branch compliance functions for the Cowen Team. Helen carefully checks each and every transaction that is performed on a daily basis to ensure the criteria of the trade meets the clients’ investment objectives and risk tolerance.

Helen Lives in the outskirts of Orillia and has also been known as a regular “columnist” in local newsletters.