Company Description

Investment Planning Counsel is a leading financial planning consultancy firm located in Penticton, BC. We offer expert advice and consulting services to help you plan your financial future, achieve your investment goals, and secure your family's financial well-being. Our dedicated team of financial planning consultants work closely with clients to develop personalized financial strategies that align with their goals and expectations. Whether you are looking for help with retirement planning, investment management, tax planning or risk management, we have the experience and expertise to help you achieve your financial goals. Give us a call today at 2504872300 to schedule a consultation and see how we can help you plan your tomorrow.

Products & Services

tax planning ,   retirement planning ,   Risk Management ,   investment management