Our Team

The Royal Oak Team

We Achieve our Clients' Objectives...
Through Good Times and Bad!

Dream. Plan. Achieve 
 
A dream without a plan will always be just that: a dream. Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education and retirement planning. We bring a variety of products, service, and advice to the table while keeping the emphasis on your long-term goals. One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved. It starts with your dream, we build the plan and together, celebrate the achievement.

 Our client-centered focus combined with the application of our unique balanced financial planning and investment program has helped us to preserve capital while at the same time provide required income and reduce personal income tax. That's tough to beat, almost as tough as our competitive fee structure.  Contact us for a complimentary information package.

 

 

 


 

Midori HillisBA, CFP®

Senior Financial Advisor

As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success. I’ve always had a genuine passion for financial planning. The y...
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Jennifer Huizinga

Client Services Manager

I’m proud to say I’ve been assisting our clients for over twenty years having started here in 1995. My primary responsibility is Client Service Manager, which includes overseeing quality control and a...
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Jason Hillis

Marketing Assistant

I am passionate about the pursuit of the ultimate client experience. My background is in residential and commercial Real Estate and I bring the same attention to detail and client-focused solutions to...
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Andrea Somers

Client Relationship Manager

My primary role at Investment Planning Counsel, Royal Oak, is to ensure you feel welcome and comfortable when you visit or call our office. With over 15 years of customer service experience in the fin...
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Consultants

 

Tracey Rompain, CFP®, EPC

Certified Financial Planner®

As a Certified Financial Planner, I strive to make a positive difference in the lives of others by helping them plan for financial success and future prosperity.
I started in the financial services industry in 1996, working with a local advisor as his administrator and eventually, his Branch Manager.  Through this experience, I learned that I enjoy planning and working with people and it became clear to me that I had found my passion.  Shortly thereafter, I became an insurance and mutual fund licensed and continue to take courses to expand my knowledge of our ever-changing industry.
I will provide you and your family with the information you need to make the best financial decisions to reach your personal goals. I am here to help you develop all aspects of your planning needs:  buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan. I can assist you in each area by conducting detailed meetings with open communication which allows me to understand your goals and develop a Personalized Wealth Management Strategy.
Credentials
I am a Certified Financial Planner (CFP), so you can be sure I provide expert and professional financial planning services. To earn this designation, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
As an Elder Planner Counsellor, I have also been trained in the specific needs, wants and issues concerning today’s elder demographic. I have been taught to address the many aspects of aging that can impact your financial and social circumstances. Knowing the issues and alternatives unique to senior life is an important part of the bigger picture. Recently I have also completed the Certified Executor Advisor (CEA).
Personal Information
I thoroughly enjoy calling Vancouver Island my home and currently reside in Colwood with my husband, Kirt, and daughters, Leann and Faith.   In my spare time I enjoy supporting my girls with their school and extra-curricular activities.  As such, a lot of my time is spent at the softball fields or the volleyball court.  I also enjoy cooking, sewing and the occasional camping getaway with friends.
I believe it’s important to support the continued success of my community.  I particularly enjoy volunteering at my daughters’ schools.  I have held various positions on the Parent’s Advisory Council. Volunteered in all aspects of being a softball and volleyball Mom, and now involved in rowing. At each level with each girl we have adopted a “family in need” to help someone need to teach the girls about charity and giving back.
My family and I practice sound financial planning and feel that it benefits our overall well being and sense of security.
Tracey.Rompain@ipcc.org
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