Investment Planning Counsel of Canada
Investment Planning Counsel of Canada, located in Victoria, BC, offers personalized financial advice tailored to individual needs and circumstances, ensuring clients can navigate their wealth management questions with ease. Their approach emphasizes flexibility, allowing clients to engage with advisors in various formats, whether one-on-one, online, or through group video calls.
With a focus on building engaged relationships, the firm adapts financial plans based on client preferences and maintains ongoing communication to ensure relevance to their evolving goals. Investment Planning Counsel prides itself on transforming the financial future of families by providing thoughtful guidance and support throughout different life stages.
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