Investment Planning Counsel

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2510 Government St
Penticton, BC V2A 4W6
+1 (250) 487-2300
https://www.ipcc.ca

Investment Planning Counsel in Penticton, BC, offers personalized financial advice tailored to individual needs, ensuring clients receive guidance that aligns with their unique goals and circumstances. With a focus on flexibility and engaged relationships, they provide a range of services from wealth management to succession planning, adapting to clients' preferences and life milestones.

Recognizing the importance of human connection in financial planning, Investment Planning Counsel emphasizes the value of real conversations over digital tools. Their dedicated advisors work closely with clients and their families to create comprehensive strategies that foster financial confidence and long-term success.

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Michael Peters - TD Wealth Private Investment Advice

Michael Peters - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
James Chrenek - TD Wealth Private Investment Advice

James Chrenek - TD Wealth Private Investment Advice

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Canada›British Columbia›Penticton›Investment Planning Counsel

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