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About

About This Business

Discovery Financial Group states they offer investment Services such as Estate Planning, Retirement Planning, Tax Planning, Mutual Funds, Segregated Funds, Life Insurance, Critical Illness & Disability Insurance.

BBB Accredited Since: 29/12/2020

Years in Business: 28

Products and Services

Discovery Financial Group Ltd /IPC Investment Corporation -  Working with clients preparing financial and estate planning, as well as offering RRSP's, TFSA (Tax Free Savings Account), RIF's (Retirement Income Funds), Open (Non-Registered Accounts), Mutual Funds, Segregated Funds, Life Insurance, Critical Illness insurance and Disability Insurance.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
12/11/2019
Business Started:
1/12/1997
Business Started Locally:
1/12/1997
Alternate Names:
IPC Investment Corporation
Crossco Financial Inc.
Business Management:
Mrs. Tara-Lee Crosson, C.F.P.
Mrs. Michelle Veselic, Administrator

Additional Contact Information

Principal Contacts
Mrs. Tara-Lee Crosson, C.F.P.
Customer Contacts
Mrs. Tara-Lee Crosson, C.F.P.
Mrs. Michelle Veselic, Administrator
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 101260158 for this business, issued by Regina: Government of Saskatchewan

Regina: Government of Saskatchewan

BBB records show a license number of 318216 for this business, issued by Regina: Government of Saskatchewan

Regina: Government of Saskatchewan

BBB records show a license number of 318234 for this business, issued by Regina: Government of Saskatchewan

Regina: Government of Saskatchewan

  • Life License in SK, AB, BC
    Mutual Fund License in SK, AB, BC, MB, ON, NS
    Labour Sponsor Fund licensed

Additional Information

Payment methods
Multiple Methods
Other Resources
Financial Institutions Regulation Branch - Manitoba
207-400 St. Mary Ave
Winnipeg MB R3C 4
Phone Number: (204) 945-2542
www.gov.mb.ca/finance/cca/firb/index.html
[email protected]
Insurance Council of Manitoba
466 - 167 Lombard Avenue
Winnipeg MB R3B 0
Phone Number: (204) 988-6800
www.icm.mb.ca
[email protected]

Latest Reviews

  • Charlene S

    "Tara is genuine, knowledgeable, trustworthy and has so many more great attributes. She takes the time to walk you through and explain all the different investments and helps you figure out a plan that works best for you and your family." ... Read full review

View all Reviews

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