Investment Planning Counsel

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.

Lakeside Financial Planning IPC is a reputable financial planning firm based in Kelowna, BC. Specializing in personalized financial solutions, they assist clients in achieving their long-term financial goals. With a focus on comprehensive financial analysis and strategic planning, Lakeside Financial Planning IPC offers tailored advice and guidance to help individuals navigate the complexities of financial management. Generated from their business information

IPC Securities Corp, located in Kelowna, BC, offers personalized financial advice tailored to individual needs, emphasizing the importance of human connection in navigating complex financial landscapes. Their services range from wealth management to succession planning, ensuring clients receive support that aligns with their unique goals and circumstances. With a commitment to flexibility and engagement, IPC Securities Corp adapts its approach based on client preferences, providing various levels of service to meet diverse financial planning needs. Their team of advisors is dedicated to fostering long-term relationships, helping clients achieve financial confidence and security for themselves and their families. Generated from the website