BBB Accredited Business Profile

Investment Planning Counsel - Royal Oak

Investment Planning Counsel - Royal Oak

(250) 744-3575

Investment Planning Counsel - Royal Oak

28 years in business
4456C West Saanich Rd
Victoria, BC V8Z 3E9
Fax Numbers
  • (250) 744-1450
BBB File Opened: 20/07/2005
Business Started: 01/03/1990
Business Incorporated: 01/03/1990 in BC
Type of Entity
Partnership
Contact Information
  • Principal: Mrs. Midori Hillis, Financial Advisor
  • Customer Service: Mrs. Jennifer Huizinga, Branch Manager
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Financial Consultants

Additional Information
  • Midori Hillis is a member in good standing of the Independent Financial Brokers of Canada since April 2004.
  • Midori Hillis is a member in good standing of the Independent Financial Brokers of Canada since April 2004.
  • The product IPC is most proud to offer their clients is the confidence that comes from knowing that the plan is taking shape and the peace of mind that comes from knowing the dream will be achieved.

Products & Services
As professional advisors to their clients, they share their knowledge and expertise on investments, tax, estate, education and retirement planning. The advisors bring an optimum mix of products, service and advice to the table, focusing on their clients' long term goals.
Service Area
Investment Planning Counsel serves all of Vancouver Island.
Licensing, Bonding or Registration
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 accredited business

A+

Overview

Dream * Plan * Achieve

A dream without a plan will always be just that: a dream.

That's why at IPC Royal Oak, they start with a dream - then take stock of the current situation, the resources available and chart a detailed plan of action for their clients.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Investment Planning Counsel - Royal Oak

Investment Planning Counsel - Royal Oak

BBB ACCREDITATION SINCE 28/04/2008

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