Our clients know they can rely on:
- a defined,consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
The Value of Financial Advice
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.Learn how we can help you!
We are very impressed with the services provided by Kevin Trickett at IPC Langley. His professionalism, integrity and honesty are outstanding! Kevin’s knowledge and guidance in financial planning for us has been very successful. Whenever we are asked from friends and family regarding any questions about financial planning we do not hesitate to recommend them to go and see Kevin Trickett.- Kindy & Jeet Kalar
Kevin has been my investment manager for just under 15 years. He has increased my understanding of investing tenfold. In the beginning, my husband was very skeptical of having someone investing our little savings in anything other than our local Credit Union. But with time, he too became comfortable just as I was.- Len & Deb Marshall
Alison Robinson at IPC Langley was recommended to me by a friend and as a result of her great service, I would also recommend Alison Robinson to my friends. I came to her seeking counsel and advice as it was my first time talking with a Financial Planner. Alison was very patient with me and took the time to answer all of my questions even when I asked them more than once. She is very knowledgeable in her field and she gained my trust right away. I truly feel that my needs are being met.
In 2005 we attended a class on financial planning sponsored by IPC. The introduction was delivered so the average person could understand the complexity of financial planning for their future. Our individual meeting with the planner was informative, productive and reassuring. The plan for investment was tailor-made for our level of risk vs reward. Since that time our initial planner has retired and the transition from her to Alison was seamless. The annual meetings and many phone calls in between is evident that our future matters to Alison. As we get ever closer to our dream of retirement we are not anxious or concerned about financial stability. In fact, in one of our meetings I was overcome with tears of joy when we found out we could afford to keep our lakefront cabin as well as our home in the valley. I would highly recommend seeking financial advice from a planner, and most definitely recommend Alison. She is very thorough and extremely dedicated to providing financial security for her clients.- Gary & Jeanette Proznick