Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Rod RezkaH.BSc., CPCA

Financial Advisor

Rod has been a practicing Financial Advisor in Osoyoos, BC since 1995 and joined the team of Investment Planning Counsel since their inception in 1998. Before becoming a Financial Advisor, Rod graduat...
Read more

Doug MatthewsB.Comm

Financial Advisor

Doug has worked in the Financial Services industry for 35+ years after graduating from the University of British Columbia with his Bachelor of Commerce Degree in Finance and Accounting. Doug’s continu...
Read more

Sue McEvoy

Executive Assistant

Sue joined the IPC Osoyoos Team in 2009 bringing her experience from communications and office administration as she worked in both the Emergency Medical Services field and a major accounting firm for...
Read more

Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services