Investment Planning Counsel

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

Oram Spelliscy Family Wealth Management, based in Kelowna, British Columbia, offers specialized financial services to individuals, families, businesses, and professionals. With a team boasting over 170 years of combined industry experience, the company focuses on guiding clients towards financial independence amidst market fluctuations and life challenges. From investment management to estate planning, the advisors at Oram Spelliscy work diligently to help clients navigate complex financial landscapes, avoiding costly errors and ensuring a tailored approach to meet each client's unique needs. Partnering with Raymond James, a respected industry leader, the firm prioritizes clients' interests and aims to provide a structured, personalized, and analytical process to achieve financial goals. With a commitment to building long-term relationships, the team at Oram Spelliscy aims to offer well-guided and well-guarded support for clients along their journey to financial independence, fostering a foundation of confidence, competence, and accountability in their approach to wealth management. Generated from the website content