Investment Planning Counsel

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Website
225 Canada Ave
Duncan, British Columbia V9L 1T6
+1 (250) 746-0677
https://www.milsomfinancial.com

Investment Planning Counsel, based in Duncan, British Columbia, offers personalized financial advice tailored to clients' unique needs and life circumstances. With a focus on human connections, they provide flexible engagement options, allowing clients to choose their preferred method of interaction, whether online, in-person, or through group video calls.

The team at IPC emphasizes the importance of communication and adapts financial strategies based on clients' engagement preferences, fostering strong, engaged relationships. With over 25 years of experience, their advisors are dedicated to helping clients build confidence in their financial futures through personalized wealth management solutions.

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