Meet Our Team
Director of Client Services for
the Royal Oak Branch
Midori has been assisting clients reach their financial goals since she joined Investment Planning Counsel in 2002. As Director of client services, Midori, dedicates her time to ensuring only the highest quality investment and insurance products are available for our growing clientele.
Midori graduated with her Bachelors from the University of Victoria with distinction, she is Level 2 Insurance licensed and completed her Canadian Securities Course with Honors. Midori accomplished her Certified Financial Planner designation in June 2005.
Whether its as simple as getting you competitive rates on your Guaranteed Investment Certificates, Life, Disability and Critical Illness Insurance or introducing you to our innovative wealth management solutions, Midori can help you every step of the way.
We can look at all types of planning including retirement, wealth transfer, pension options, educational and travel funds. Setting achievable financial goals with reasonable timelines, precision and accuracy can lead you down the road to financial independence.
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Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.