Our Consultants

Peggy A. Sheppard

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Peggy A. Sheppard, AMP, EPC 
Mortgage Agent (Lic.# M08004209) 
Invis (Lic.# 10801) 


My goal is helping clients get not only a great rate, but true honest advice and clarity about the products and options available to them. I will work closely with you to help accomplish an overall long term strategy that corresponds with your other financial goals.
 
In 2007, I moved to British Columbia to become the Mortgage Broker and Regional Manager of British Columbia and Alberta with IPC Save and in 2013, I joined Invis Inc., as a Mortgage Broker, through the strategic alliance established between Investment Planning Counsel and Invis Inc. I have a strong banking background which includes over 20 years of experience in strategic credit management, personal lending and mortgages. I am actively licensed in British Columbia, Alberta and Ontario. All of this experience gives me an edge when assisting you with your homeownership. 

Mortgage Broker services provided by Invis (Lic. #: ON 10801 | SK 315928).


Working with other professionals
Your financial situation is often complex. Kevin Trickett and Alison Robinson also work directly with professionals beyond the Investment Planning Counsel umbrella to design and implement the strategies that will help you to achieve your goals and live your dream. They rely on a network of professionals who provide technical advice as required.

The Trickett Team works with:

  • Notaries and Lawyers
  • Accountants
  • Tax Specialists
  • Real Estate Advisor

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.