Exciting News, Midori will be expanding to IPC Securities. I am writing to share the exciting news that 2018 will be a transitional year for me and my team. In the year ahead I will be switching to the full-service advisory platform of our sister company, IPC Securities Corporation.
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Investment Planning Counsel recognized for client service excellence As an Advisor, I’m committed to staying on top of your financial needs and objectives, and delivering investment and planning solutions well suited to your unique circumstances.
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Why do you need a financial plan? Having a comprehensive plan is important. Studies show that Canadians with comprehensive financial plans enjoy a greater sense of emotional and financial well-being compared to those with limited planning.
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Email sent from The IPC Royal Oak Team - Admin@ipc-royaloak.com 4456C West Saanich Road Victoria, BC V8Z 3E9 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |