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Wealth Management

Transfer of Wealth

  • 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
    •  

    Click the below links to read articles on Wealth Transfer: 

    • Were on The Verge Of The Greatest Transfer Of Wealth In The History Of The World

    • A Wealth Transfer Plan When There is Lots of Wealth to Transfer

     
    Investment Planning Counsel

    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
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