Alison Robinson-Financial Consultant
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Through proper wealth management, we help people live their dreams! Insurance products available through Alison Robinson.
Alison Robinson is a co-author in the forthcoming book, Financial Success for Women by Women, due out in the Spring of 2020 Financial planning is an Outside Business Activity and is conducted outside of IPC Investment Corporation. Book Disclosure: The content of this book has not been reviewed by, nor does it have a direct relation to, Investment Planning Counsel. The material is general in nature
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About Me
I was born and raised in White Rock, BC and have been with IPC since 2002. I have developed and implemented a systematized financial planning process that helps clients formulate their long term goals. My focus is on helping clients reconcile their varying needs for income and lifestyle fulfilment as they progress through pre and post retirement.
I genuinely enjoy the personal relationship with clients, getting to know “what’s important to you” and implementing that into your retirement plan. I strive to give you peace of mind when it is needed most.
I have taken the following industry courses to expand my knowledge and expertise in the financial services industry:
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Address
#308/15252 32nd Avenue
Surrey, BC
V3Z0R7
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |