OUR TEAM

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 graduated from Lakehead University in 1987 with his Honours Degree in Geology. His work in that field involved heading up Mining exploration in various regions of the world as well as time spent working in Calgary in the Oil and Gas sector. Rod feels his knowledge and experience in Mining and Oil and Gas has lent to his tremendous success advising his clients investing in that space for the past 25 years.

Rod holds the Certified Professional Consultant on Aging (CPCA) designation in addition to completing courses such as Canadian Securities Course, Retirement Income Planning for Professionals, Insurance and Estate Planning, and Investment Funds in Canada course to name a few. Rod is also fully Life licensed in the provinces of BC and Alberta.

Rod and his client-focused team are dedicated to being by your side, every step of the way, as your partner-in-planning who will answer all your questions. With their comprehensive analysis and experience, they will help ensure you maximize your retirement income streams with the right combination of investment and risk management strategies.

Rod feels in today’s world, it’s important to connect with real people. When you call his office, you get a member of his team to speak with you, making your needs their priority. No excuses, just results.

When not working, Rod is a dedicated father of four children, actively involved in his community, and if time allows, playing golf and enjoying the outdoors.

Insurance products available through Rod Rezka.