IPC Home
Our Process
Wealth Management
Our Team
Insights
Contact Us

Wealth Management

Risk Management & Insurance Strategies

Estate Planning
Charitable Giving
Life Events (Business)
Transfer of Wealth
Risk Management & Insurance Strategies
Health & Welfare Trusts

Estate Planning

Charitable Giving

Life Events (Business)

Transfer of Wealth

Risk Management & Insurance Strategies

Health & Welfare Trusts

Life Insurance
Critical Illness Insurance
Disability Insurance
Long-Term Care Insurance

Trevor Nelson, CPA, CA, CFP®, CIM®

543 Martin Street,
Penticton, BC
V2A5L5
Local : 250-487-7630
Fax : 250-492-6733
Toll-Free : 1-877-487-7630

IPC Home

Our Process

Overview
The Value of Advice
The Cost of Advice

Wealth Management

Estate Planning
Charitable Giving
Life Events (Business)
Transfer of Wealth
Risk Management & Insurance Strategies
Health & Welfare Trusts

Our Team

Insights

IPC Private Wealth Manager Insights
Market Monitor Audiocasts
Additional Links
Calculators
Keeping in Touch News

Contact Us

PRIVACY
LEGAL
ACCESSIBLITY

© 2022 Investment Planning Counsel

IIROC AdvisorReport