Our Team
Lucille Rogers, CPCA
Financial Advisor
Paul Jenkins, MMM.CD, CPCA
Licensed Assistant
Praise is best heard in third person
Lucille, and Paul have been my advisors for only a couple years now. And, I am very happy with my returns. I was introduced to them a couple years ago when dealing with some of my parents investments. Struck by their openness and ease of which they explained things to me, It won me over. I have since transfer all my investments to IPC. Their personal approach, to my investments, their knowledge as well as their personalities is refreshing. It was sadly lacking in my investment company. -Chris K Jones Fort Mcmurray AB
Praise is best heard in third person
Lucille Rogers has been my Investment Manager for I.P.C. for many years now and I find her to be very professional and down to earth person who takes the time to listen and explain the various processes involved! Lucille will research and determine what is best for your portfolio and always suggests various ways in which to increase your saving while at the same time save you money on taxes! -Matt Snetsinger, Courtenay, B.C.
Praise is best heard in third person
Lucille has been our financial advisor for several years. She provides that extra personal touch which I feel is important when dealing with your personal financial needs. Lucille really cares about her clients and is always willing to go above & beyond for them. This helps to build trusting business relationships. Lucille has a good financial lens and customised a specific portfolio to meet our financial needs & goals. She stays in tune to the fluctuating & challenging markets and makes sound business decisions with her client’s best interests in mind. We couldn’t be happier to have Lucille as our financial planner/advisor. -Laureen & Jodi Bali
Praise is best heard in third person
Diligent Financial Management and paperwork is definitely not my strong point. After finding myself overwhelmed with a variety of unresolved issues, I sought the help of Lucille Rogers. With calm and swift supportive efficiency she outlined a step by step process to bring order to my personal chaos. This allowed me to breathe and move forward with confidence, knowing that Lucille had structured a positive foundation of stability. Lucille was highly recommended to me and I highly recommend her professional skills to anyone seeking strong, supportive guidance for their financial future. -Greg Pedersen, Comox Valley
Praise is best heard in third person
We have been clients of IPC since the early '90's. Our investments grew appreciably in the early years, and the capital remains largely intact despite taking significant income since our retirement in the late 90's. The advice given by IPC consultants has proven to be valid and profitable throughout these years. Ms. Rogers is an excellent and proactive financial advisor who takes genuine interest in the health of our investments, and in us personally. We heartily recommend her, and IPC to all prospective investors. -Chris and Gail Beuhler
Praise is best heard in third person
"I recently met with Paul and Lucille from the Investment Planning Counsel (IPC) team of financial consultants, and was delighted at the level of professionalism I had received. It was rejuvenating to realize there are still people out there who are considerate, knowledgeable, and can relate to my personal goals and aspirations. They have a real passion and desire to ensure they fully understand my situation so they can offer the best, logical solutions to ensure financial success and confidence. I sincerely recommend Paul and Lucille along with the services IPC offer." - Isabelle Thompson
Praise is best heard in the third person
"I am delighted with your personal service. It is refreshing and a relief to work with those who are truly interested in my needs, circumstances and preferences. What really impressed me was the time and process taken to determine my current status and the depth of knowledge and common sense applied to meet my investment needs. Your professional, ethical and caring demeanor has resulted in my trust and respect. I would happily recommend your services to others." - Philippa Ann Lowrie