Investment Planning Counsel

The Stewart Thomas Consulting Group, part of IPC Investment Corporation in Penticton, BC, provides specialized services in tax-efficient strategies for estate planning, succession planning, and wealth management tailored to high net worth clients and corporations. Their collaborative approach integrates expertise from various professionals, ensuring comprehensive financial solutions that cater to each client's unique circumstances. The consulting group emphasizes client education through accessible discussions while offering detailed information and resources for professional advisors. Their focus includes innovative strategies, such as utilizing life-insurance transfers for tax benefits, thus continuously enhancing financial planning opportunities for professionals. Generated from the website

CIBC Wood Gundy, situated in Penticton, British Columbia, offers expert financial advice and exceptional service to its clients. Specializing in financial planning, investment strategies, and wealth management, CIBC Wood Gundy provides a range of services tailored to individual needs. With a commitment to community engagement and charitable giving, CIBC Wood Gundy actively participates in programs that make a meaningful impact. Their team of skilled advisors is dedicated to helping clients navigate various financial decisions, from buying a home to planning for retirement. Through their innovative approach to banking and personalized solutions, CIBC Wood Gundy aims to empower clients to achieve their financial goals and secure their futures. Clients can access a wealth of resources, research, and tools to make informed decisions and optimize their investment portfolios. Generated from the website content

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