Investment Planning Counsel - Royal Oak

Description

In the event that we transfer your personal information to a third party for processing (for example, when printing cheques, managing claims and client statements, or for data processing), we require any person or organization providing products or services on our behalf to protect our customers’ confidentiality in a manner consistent with our own internal measures, or as required by law.

We value you as a client and we are committed to protecting the privacy, confidentiality, accuracy, and security of your personal information that we collect, use, retain, and disclose in the course of providing you with superior products and services. This Personal Information Policy spells out the responsibility of the IPC Group of Companies ("IPC", "we", "our", "us"), and your rights as our applicant, client, former client or claimant ("you" or "your"), regarding the collection, use and disclosure of your personal information.

Newsletters & Reports Believing that knowledge is power, we provide a number of additonal resources to help you track your financial situation and better understand the various factors that could affect you.

I am dedicated to providing you and your family the information you need to make the best financial decisions to reach your personal financial goals. I am here to help you develop all aspects of your planning needs. Whether it be; buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan.

As an office since 1995 we bring years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

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