“My husband John and I joined Investment Planning Counsel (IPC) in 1997. Kevin Trickett started a retirement plan for us. When John passed away in 2004, Kevin was so very helpful and had regular meetings with me to make sure I understood what was happening with my account and has constantly kept me up to date.
In the last eleven years, Kevin and Alison have not only been excellent Financial Advisors, but have grown to be very good friends. I would highly recommend Kevin and Alison as Financial Consultants.” - Gail Leslie
"We are very impressed with the services provided by Kevin Trickett at IPC Langley. His professionalism, integrity and honesty are outstanding! Kevin’s knowledge and guidance in financial planning for us has been very successful. Whenever we are asked from friends and family regarding any questions about financial planning we do not hesitate to recommend them to go and see Kevin Trickett." - Kindy & Jeet Kalar
"We have been using Kevin Trickett and his IPC team for about 20 years now and my wife and I have put our full trust in him and his team and we know without him we would not have achieved the financial success that we have now. Kevin and his team has been there for us for any small or big decision that we had to make. We know that this was one of our best experiences to work with someone that has our best interest at heart. A great financial team that's there when you need them." - Len & Deb Marshall
"Kevin has been my investment manager for just under 15 years. He has increased my understanding of investing tenfold. In the beginning my husband was very skeptical to have someone investing our little savings in anything other than our local Credit Union. But with time, he too became comfortable just as I was. After my husband passed away, Kevin became a very important part of the estate and I appreciated all the business aspects that he helped me to administer. To me, this was above and beyond his responsibility.
Now that It is almost time to start collecting from my retirement funds, he also has that all in order. Something I probably would have done very primitively, if it was left to myself. As we age, security becomes very important and this group with Kevin has done it very successfully for me. Thank you to all of you."
- Margaret George
"I have really appreciated having Alison for my Financial Consultant. I have Appreciated our regular meetings. I found her to be great with working with my unique needs and providing strong direction and support. I chose a women to be my adviser as this has been a key for understanding my requests and being open and direct. She has been flexible when I have unusual short-term requests. I look forward to continuing our great relationship." - Pat Kasprow
"Alison Robinson at IPC Langley was recommended to me by a friend and as a result of her great service, I would also recommend Alison Robinson to my friends. I came to her seeking counsel and advice as it was my first time talking with a Financial Planner. Alison was very patient with me and took the time to answer all of my questions even when I asked them more than once. She is very knowledgeable in her field and she gained my trust right away. I truly feel that my needs are being met. Thank You." - Velma Molnar
"Alison and her team have assisted us in our retirement planning and we have found her to be very knowledgeable and professional. We have enjoyed working with them and will continue to use their services." - Joe and Brenda
"As a single mom that never had two pennies to rub together, I was fearful when my Mom left me more money than I had ever seen when she passed away. Nervous that this money would slip away, my Dad introduced me to Alison. Alison booked several appointments with me, she took all the time necessary to teach me, explain to me and even to offer the Kleenex when I had reached my ability to cope with statistics and account types.
It has been two years now and I am so grateful to Alison and her company for increasing my finances and sense of comfort when looking at statements. I still open my account information with the spoken out loud words " no way" when I see the growth. A special thank you to Alison for teaching me, working with me and allowing me the peace of mind that comes with her knowledge." - Sam Clark
“In 2005 we attended a class on financial planning sponsored by IPC. The introduction was delivered so the average person could understand the complexity of financial planning for their future. Our individual meeting with the planner was informative, productive and reassuring. The plan for investment was tailor-made for our level of risk vs reward. Since that time our initial planner has retired and the transition from her to Alison was seamless. The annual meetings and many phone calls in between is evident that our future matters to Alison. As we get ever closer to our dream of retirement we are not anxious or concerned about financial stability. In fact, in one of our meetings I as overcome with tears of joy when we found out we could afford to keep our lakefront cabin as well as our home in the valley. I would highly recommend seeking financial advice from a planner, and most definitely recommend Alison. She is very thorough and extremely dedicated to providing financial security for her clients.” - Gary and Jeanette Proznick
“Alison is not afraid to be on a personal level with us. We enjoy our meetings with her. She helped us immensely with our finances during the sale of our home and purchase of our new condo. We are living our dream! Thank you, Alison.” - Keith Ingham and Denise Ingham
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.