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Investment Planning CounselFinancial advisor in Penticton, BC

Investment Planning Counsel is a financial advisor at 2510 Government St, Penticton, BC V2A 4W6.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Investment Planning Counsel
Address2510 Government St, Penticton, BC V2A 4W6Get directions
Phone(250) 487-2300

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Based in Penticton, BCView on map

Questions about Investment Planning Counsel

How do I contact Investment Planning Counsel?

Call Investment Planning Counsel on (250) 487-2300. The business is at 2510 Government St, Penticton, BC V2A 4W6. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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